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 March 31, 2018

Investment Experience

20+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$138

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

Friday, June 01, 2018
Palisade Announces Senior Management Changes
Posted in Announcements
Read More
Wednesday, May 30, 2018
Palisade Capital Chief Investment Officer Dan Veru appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On May 30, 2018, Palisade Capital Management Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss investing in convertible bonds and the current market environment.
Read More
Thursday, May 24, 2018
Is Tax Reform Old News?
Posted in Market Commentaries
Will Potter, Managing Director and Senior Portfolio Manager, Focused All Cap Equity, today published Market Commentary asking "Is Tax Reform Old News?"

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For further information regarding this commentary or about Palisade Capital Management, please contact us at info@palcap.com.

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