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Institutional Investors

Traditional Strategies


Focused Equity

  • Attractive long-term performance over full market cycles
  • Bottom-up, fundamental stock research
  • Concentrated Approach: Focused portfolio (20-30 stocks) applies the investment team’s experience, diligence, discipline, and judgement in an effort to more accurately predict long-term outcomes and generate attractive returns
  • Focus on Select Compounders: Companies with outstanding operating talent that consistently generate strong free cash flow, above-average return on invested capital, and strong track records of effective capital deployment

Russell 3000® Index, S&P 500® Index

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Investment Team
William Potter
William Potter
Managing Director,
Senior Portfolio Manager
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Chief Investment Officer
Co-Chairman, Board of Directors

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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 2021. This is the second consecutive year that Palisade has received this prestigious honor. 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. 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.
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Palisade Capital Management Managing Director and Head of Financial Planning Lorraine R. Salvo, CFP®, CDFA® to speak at the 2021 InvestmentNews Women Adviser Summit
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Palisade Capital Management Managing Director and Head of Financial Planning Lorraine R. Salvo, CFP®, CDFA® will speak at the 2021 InvestmentNews Women Adviser Summit that will take place on Nov 11. Lorraine will be part of a panel discussing strategies to leverage technology in financial planning.
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