Palisade Capital Management

The Time for Convertibles Is Now
Click here to download
masthead-icon-research
mobile

We use cookies to ensure your web experience is tailored to your needs and interests. By continuing to browse our site, you are agreeing to our use of cookies. If you'd like to learn more, please review our privacy policy.

Privacy Policy
Home > Institutional Investors > Short Duration Convertible Bond

Institutional Investors

Traditional Strategies

All Strategies
investor-strategy-icon-traditional

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 September 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

 

Want to Learn More?

Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

x

Find Out More

Find out more about our Short Duration Convertible Bond strategy and gain valuable insight from our experienced team of investment professionals.

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

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, December 02, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On December 2, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss how small caps, as reflected by the Russell 2000® Index, may be a good measurement of economic & business activity.
Read More
Monday, November 23, 2020
Post Election and COVID-19 Vaccine Update
Posted in Webinars
In our latest webinar, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru provides an update following the election and announcements of scientific breakthroughs to combat COVID-19.

View more Palisade News & Insight

Connect with Us

One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

Stay Informed

Sign up for our mailing list and stay up to date on the latest information and news from Palisade Capital Management.