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

Thursday, August 16, 2018
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On August 16, 2018, Palisade Capital Management Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the rise in the S&P 500®.
Monday, July 23, 2018
Amrita Thapa Joins Palisade as Vice President, Risk Management and Product Development
Posted in Announcements
Amrita Thapa joined Palisade in July 2018 as Vice President, Risk Management and Product Development. In this role, Ms. Thapa is responsible for risk management, the continued enhancement of the firm’s Private Wealth Management business, assisting with product development, and providing analytical support for product marketing efforts.
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Monday, July 09, 2018
Palisade Capital Management’s Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On July 9, 2018, Palisade Capital Management's Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss recent market trends.
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