Short Duration Convertible Bond

Seeks to generate asymmetric returns by investing in short-term domestic convertible bonds

Leverage an under-utilized asset class: A portfolio composed of short-term convertible bonds may offer investors liquid, lower beta, lower volatility-type exposures
Risk/reward: Invest in bonds that we believe have a strong likelihood to repay principal at maturity or put date, and strive to build portfolios having attractive upside/downside capture ratios, attractive yields, and strong cash flows
Preserve capital: 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 enhance capital preservation

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William W. Lee: Managing Director, Senior Portfolio Manager, Convertible Strategies


Ray Lam, CFA: Lead Portfolio Manager,
Short Duration Convertible Bonds;
Senior Vice President, Analyst, Convertible Strategies


Mitchell Leung, CFA: Associate Portfolio Manager, Convertible Securities;
Senior Vice President, Analyst, Convertible Strategies

Wednesday, October 06, 2021
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 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.; Read More

Wednesday, September 21, 2022
Market Update
Posted in Market Commentaries: Palisade Capital Management recently shared our thoughts on the current market environment and Palisade's outlook for the remainder of 2022.

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