Palisade Capital Management

mobile
Home > Institutional Investors > Focused All Cap Equity

Institutional Investors

Traditional Strategies

investor-strategy-icon-traditional

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 March 31, 2020

Investment Experience

30+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$191

BILLION

Maximum security weight

15%

 

Want to Learn More?

Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
William Potter
William Potter
Managing Director,
Senior Portfolio Manager
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Chief Investment Officer
Co-Chairman, Board of Directors

Latest Related News & Insight

Friday, May 29, 2020
Deep Dive Series: Small-Cap Banks
Posted in White Papers
The first issue of Palisade's new Deep Dive Series explores small-cap banks. The banking industry is at the heart of the American economy, and small-cap banks are at the intersection of Wall Street and Main Street.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.
Tuesday, May 19, 2020
Claudio Giurgiu joins Palisade as Managing Director, Information Technology
Posted in Announcements
Claudio Giurgiu joined Palisade Capital Management as Managing Director, Information Technology. Claudio is responsible for Palisade Capital Management’s day-to-day technological operations.
Read More
Monday, May 04, 2020
Q1 2020 Investor Commentary
Posted in Market Commentaries
Palisade reviews the first quarter of this year, which offered a grim counterpoint to the near-euphoric feeling that most stock and bond investors felt in 2019.
Read More

View more Palisade News & Insight

Connect with Us

One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

Stay Informed

Sign up for our mailing list and stay up to date on the latest information and news from Palisade Capital Management.