Find Out More
Find out more about our Focused All Cap Equity strategy and gain valuable insight from our experienced team of investment professionals.
- Small Cap Equities and the Case for Core
- Click here to download
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.
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.
Russell 3000® Index
Investment Experience
30+
YEARS
Typical Number of Holdings
20-30
Weighted average market cap
$145
BILLION
Maximum weight
15%
Find out more about our Focused All Cap Equity strategy and gain valuable insight from our experienced team of investment professionals.
One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us