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 December 31, 2017

Investment Experience

20+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$93

BILLION

Maximum weight

15%

 

Want to Learn More?

Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

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

Tuesday, April 17, 2018
Palisade Mourns the Loss of Founder Martin L. Berman
Posted in Announcements

We are very sad to announce that Palisade Capital Management Founder Martin L.  Berman, 77, passed away unexpectedly last night after a brief illness that emerged only a few days ago.  We send our deepest condolences to Marty’s family.

Palisade has lost an inspired leader and a great friend.  Marty treated each of Palisade’s clients and employees like family, and his unparalleled commitment to the firm and its clients will be greatly missed.  Marty leaves behind a strong legacy that will inspire us forever.

While Marty’s passing was unexpected, he worked tirelessly over the past several years to ensure Palisade’s continuity and success in the future.  The firm will continue to be led by President Alison Berman, Vice Chairman Jack Feiler, Chief Investment Officer Dan Veru, and Palisade’s Operating Committee and Board of Directors, who together with all of Palisade’s employees are committed to honoring Marty’s memory by continuing to grow our Firm and serving our clients with distinction.

PALISADE CAPITAL MANAGEMENT, LLC

Monday, January 01, 2018
Alison Berman Named President of Palisade Capital Management
Posted in Announcements
Alison Berman, a member of Palisade’s Board of Directors and Chairperson of the Firm’s Operating Committee, was named President of Palisade effective January 1, 2018. Alison joined Palisade in 2011 as Associate General Counsel, initially managing and overseeing various legal functions at the Firm. She has subsequently worked closely with all of the Firm’s operational groups, including compliance, risk management, operations, client service, and human resources on various Firm initiatives, and has fostered a strong collaboration across the Firm’s various functional areas. Alison played a key role in establishing Palisade’s Operating Committee, which formulates and implements Palisade’s strategic vision and works to develop the Firm’s next generation of senior leadership. She has also served as a Director of several portfolio companies owned by private equity funds managed by Palisade. Prior to joining Palisade, Ms. Berman was an attorney in the Mergers and Acquisitions group at Skadden, Arps, Slate, Meagher & Flom LLP, where she represented a variety of corporate and private equity clients in buy-side and sell-side transactions. Ms. Berman was involved in both contested and negotiated transactions, and worked on deals ranging from small private equity acquisitions to $50 billion public company sales. Ms. Berman received her Juris Doctor from the Benjamin N. Cardozo School of Law and her undergraduate degree from Brown University.
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.

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