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Short Duration Convertible Bond

Palisade’s Short Duration Convertible Bond strategy seeks to generate asymmetric returns by investing in short-term domestic convertible bonds. Palisade believes these securities are an under-utilized asset class and that a portfolio composed of short term convertible bonds may offer investors liquid, low beta, low volatility-type exposures. The team seeks to invest in bonds that have a strong likelihood to repay principal at maturity or put date, and strives to build portfolios having attractive upside/downside capture ratios, attractive yields, and strong cash flows.

Investment returns are expected to be driven by the optionality inherent in short-term, out-of-the-money convertibles while the structural benefits of a short duration portfolio priced near par value enhances capital preservation.

At-A-Glance As of June 30, 2020

Average Investment Experience

20

YEARS

Portfolios Initially Consist of

30-50

Short Duration Conv Bonds

Region Focus:

U.S.

 

Investment Style:

Absolute Return

 

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Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
William W. Lee
William W. Lee
Managing Director, Senior Portfolio Manager
Ray Lam, CFA
Ray Lam, CFA
Senior Vice President &
Associate Portfolio Manager
Short Duration Convertible Bonds
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President &
Associate Portfolio Manager
Long Convertible Securities
Michael Chizmar
Michael Chizmar
Vice President, Convertible Securities
Max Goddard
Max Goddard
Analyst, Convertible Securities

Latest Related News & Insight

Monday, July 27, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On July 27, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss small-cap stocks and investor strategy amid the COVID-19 pandemic.
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Friday, July 10, 2020
The Time for Convertibles is Now
Posted in White Papers
We believe convertible securities, which complement other alpha-seeking strategies within a portfolio, have always been an attractive asset class and should play a vital role in strategic allocations during these unprecedented times.
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Monday, July 06, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On July 6, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss convertible securities and recent market conditions.
Read More

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