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 June 30, 2020

Investment Experience

30+

YEARS

Typical Number of Holdings

20-30

Weighted average market cap

$291

BILLION

Maximum security weight

15%

Want to Learn More?

Investment Team


William Potter: Managing Director,
Senior Portfolio Manager


Dennison “Dan” T. Veru: Chief Investment Officer
Co-Chairman, Board of Directors

Latest Related News & Insight

Monday, September 21, 2020
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Appears on “Coffee Break With Canter”
Posted in Media Appearances: Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman appeared as David Canter's guest to discuss Palisade's evolution into financial planning for our Private Wealth Management clients. Episode 2 (of 2) of Coffee Break With Canter is below.; Read More

Friday, September 18, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances: On September 18, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss how a pickup in the broader market, outside of mega-cap tech and work-from-home stocks, may be an indication of an acceleration in global growth.; Read More

Tuesday, September 15, 2020
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Appears `on Coffee Break With Canter
Posted in Media Appearances: Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman appeared as David Canter's guest to discuss succession planning for registered investment advisers. Episode 1 (of 2) of Coffee Break With Canter is below.; Read More

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