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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 30, 2019

Investment Experience

30+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$145

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
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Chief Investment Officer & Co-Chairman

Latest Related News & Insight

Tuesday, January 14, 2020
Q4 2019 Investor Commentary
Posted in Market Commentaries
Palisade reviews the markets over the last year. 2019 was a strong year for equities and quite a contrast to 2018.
Read More
Monday, January 13, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On January 13, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the December jobs report and upcoming bank earnings, as well as the market’s bull run.
Read More
Thursday, January 09, 2020
2020 Market Outlook Webinar
Posted in Webinars
In this 30-minute webinar to kick off 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru shares his current insights on the markets and answers questions from participants.

View more Palisade News & Insight

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

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