Palisade Capital Management

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Focused All Cap Equity


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

At-A-Glance As of December 31, 2017

Investment Experience



Typical Number of Holdings



Weighted average market cap



Maximum weight



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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

Monday, January 01, 2018
Alison Berman Named President of Palisade Capital Management
Posted in Announcements
Alison Berman, a member of Palisade’s Board of Directors and Chairperson of the Firm’s Operating Committee, was named President of Palisade effective January 1, 2018. Alison joined Palisade in 2011 as Associate General Counsel, initially managing and overseeing various legal functions at the Firm. She has subsequently worked closely with all of the Firm’s operational groups, including compliance, risk management, operations, client service, and human resources on various Firm initiatives, and has fostered a strong collaboration across the Firm’s various functional areas. Alison played a key role in establishing Palisade’s Operating Committee, which formulates and implements Palisade’s strategic vision and works to develop the Firm’s next generation of senior leadership. She has also served as a Director of several portfolio companies owned by private equity funds managed by Palisade. Prior to joining Palisade, Ms. Berman was an attorney in the Mergers and Acquisitions group at Skadden, Arps, Slate, Meagher & Flom LLP, where she represented a variety of corporate and private equity clients in buy-side and sell-side transactions. Ms. Berman was involved in both contested and negotiated transactions, and worked on deals ranging from small private equity acquisitions to $50 billion public company sales. Ms. Berman received her Juris Doctor from the Benjamin N. Cardozo School of Law and her undergraduate degree from Brown University.
Wednesday, September 20, 2017
The Incredible Shrinking Stock Market & the Case for Small Cap Investing: The Supply-Demand Imbalance Continues
Posted in White Papers
In August 2017, Chief Investment Officer Dennison "Dan" T. Veru released a white paper revisiting the case for Small Cap investing.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at
Monday, May 22, 2017
Kevin Herlihy Joins Palisade as Vice President, Investor Relations and Marketing
Posted in Announcements
Mr. Herlihy joined Palisade in May 2017 as Vice President of Investor Relations and Marketing. In this role, Mr. Herlihy is responsible for all aspects of client service, including client communications and coordination of the due diligence and RFP processes, updating and upgrading the Firm’s marketing materials, and improving the overall communications strategy with our clients and prospects.
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