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, 2019

Investment Experience

30+

YEARS

Typical Number of Holdings

20-30

Weighted average market cap

$172

BILLION

Maximum weight

15%

Want to Learn More?

Investment Team


William Potter: Managing Director,
Senior Portfolio Manager


Dennison “Dan” T. Veru: Chief Investment Officer
Co-Chairman, Board of Directors

Latest Related News & Insight

Friday, March 27, 2020
MARKET UPDATE from Dan Veru
Posted in Market Commentaries: During this stressful time, we know that your health and safety, and the wellbeing of your family and friends, is your number one priority. Like all previous crises, we will recover a stronger nation. However, as the coronavirus (COVID-19) pandemic accelerates domestically and the U.S. economy, the strongest and largest on earth, has come to a grinding halt, many of our fellow citizens are significantly impacted. We are almost certainly in a recession, but the government response is of a size and scale that has never been seen before, even during the 2008 financial crisis. I am confident that the economy will endure and a three- to six-month bottoming process for stocks and corporate bonds has likely begun.; Read More

Monday, March 23, 2020
OPERATIONAL UPDATE
Posted in Announcements: As mentioned in our prior updates, all Palisade team members have the capability and tools to work from home for extended periods of time without any disruption to our investment management operations or your client experience. In fact, every Palisade employee has worked remotely for at least a portion of the past three weeks while our office technically remained open.; Read More

Monday, March 16, 2020
Palisade Operational Update
Posted in Announcements: Anxiety and fear are running high across the board, and with good reason, as the world is simultaneously dealing with two of the most sensitive topics for individuals: health and finances. We understand your concerns and want to once again reassure you that Palisade is operating smoothly during this difficult period.; Read More

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