Palisade Capital Management

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Focused All Cap Equity

Objective

Palisade’s Focused All Cap Equity portfolios seek to achieve attractive long-term performance over full market cycles, primarily through fundamental, bottom-up research.  We apply risk analysis tools, measuring sector and style factors that can limit inadvertent exposures and may enhance risk-adjusted returns.

Philosophy

We believe a focused portfolio best applies our experience, diligence, and judgment to more accurately and consistently predict long-term outcomes and potentially generate attractive returns.  Through fundamental research and company meetings, we seek to narrow the universe down to a portfolio comprised of 20-30 compounders of shareowner value.  Portfolio company management teams tend to distinguish themselves through continuous operational improvement, highly competitive corporate strategies, and disciplined/effective deployment of capital.

Benchmark

Russell 3000® Index

At-A-Glance As of September 12, 2017

Investment Experience

19+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$66

BILLION

Maximum weight

15%

 

Want to Learn More?
Investment Team
William L. Potter
William L. Potter
Managing Director,
Senior Portfolio Manager
Mark Berman
Mark Berman
Vice President, Focused All Cap Equity

Latest Related News & Insight

Wednesday, September 20, 2017
The Incredible Shrinking Stock Market & the Case for Small Cap Investing: The Supply-Demand Imbalance Continues
Posted in White Papers
In August 2017, Chief Investment Officer Dennison "Dan" T. Veru released a white paper revisiting the case for Small Cap investing.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.
Monday, May 22, 2017
Kevin Herlihy Joins Palisade as Vice President, Investor Relations and Marketing
Posted in Announcements
Mr. Herlihy joined Palisade in May 2017 as Vice President of Investor Relations and Marketing. In this role, Mr. Herlihy is responsible for all aspects of client service, including client communications and coordination of the due diligence and RFP processes, updating and upgrading the Firm’s marketing materials, and improving the overall communications strategy with our clients and prospects.
Read More
Thursday, April 27, 2017
Max Goddard Joins Palisade Capital as Analyst, Convertible Securities
Posted in Announcements
Mr. Goddard joined Palisade Capital Management in April 2017 as an Analyst for the Convertible Securities team. In this role, Mr. Goddard has responsibility for portfolio performance, risk analysis, and reporting across all of Palisade's convertible strategies. Mr. Goddard also assists with trade execution and convertible research.
Read More

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