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, 2021

Investment Experience

30+

YEARS

Typical Number of Holdings

20-30

Weighted average market cap

$363

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

Thursday, October 08, 2020
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements: Palisade Capital Management is thrilled to announce that the firm has been included in CNBC’s ranking of the top 100 financial advisory firms in 2020. The “CNBC FA 100” celebrates advisory firms that top the list with regard to offering comprehensive planning and financial services that help clients navigate their financial lives. The CNBC FA 100 rankings take into consideration factors beyond assets under management and are based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In preparing the CNBC FA 100, data was culled from thousands of advisory firms.; Read More

Wednesday, April 28, 2021
Fireside Chat with Daniel Clifton: Infrastructure Spending, Taxes, and the Biden Agenda
Posted in Webinars: Palisade Capital Management Chief Investment Officer Dan Veru hosted a fireside chat with Daniel Clifton from Strategas Research Partners to discuss Infrastructure Spending, Taxes, and the Biden Agenda. Mr. Clifton leads the #1 ranked Washington policy team on Wall Street according to Institutional Investor magazine and has been named a top Washington policy analyst in each of the past eleven years. He is also a top-ranked analyst with regard to Tax and Accounting Policy. They discussed the recently passed stimulus packages, the upcoming battle for infrastructure spending, and the potential for increased individual and corporate taxes.

Tuesday, April 27, 2021
Financial Planning Blog: April 2021
Posted in Blogs: The Consolidated Appropriations Act of 2021 was passed at the end of 2020 and created some very compelling opportunities for giving. However, for quite some time, we’ve heard rumblings about the possibility of higher taxes and less generous provisions regarding tax and estate planning for wealthy individuals in the not-so-distant future. With President Biden’s initial proposal now revealed, we believe the most important takeaway is that 2021 is the year to act.; Read More

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