Palisade Capital Management

mobile
Home > Institutional Investors > Short Duration Convertible Bond

Institutional Investors

Traditional 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, 2019

Average Investment Experience

19

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

Investment Team
Bill Lee
Bill 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 J. Chizmar
Michael J. Chizmar
Vice President, Convertible Securities
Max Goddard
Max Goddard
Analyst, Convertible Securities

Latest Related News & Insight

Tuesday, December 03, 2019
Allocations to Concentrated Equity Strategies
Posted in White Papers
As investors search for solutions to help meet their risk and return objectives in these uncertain times, Palisade believes concentrated equity portfolios of high-quality issuers offer a compelling approach to achieve long-term investment objectives. Investors should not underestimate the role of individual companies within a portfolio or believe all risk can be avoided through diversification. Instead, investors seeking long-term return should consider allocating some portion of their assets to concentrated strategies that allow individual companies to drive portfolio performance.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.
Wednesday, October 30, 2019
Q3 2019 Investor Commentary
Posted in Market Commentaries
Third quarter stock market performance was modestly positive. The S&P 500® Index and the Dow Jones Industrial Average both advanced by 1.2%. But that small gain was erased in the first week of October, as worries over trade, manufacturing, and politics took center stage. Still, the U.S. stock market’s year-to-date advance has been impressive; through September 30, the S&P 500® returned 20.6%, its best nine-month run of any year this decade.
Read More
Friday, October 25, 2019
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On October 25, 2019, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss why it's always difficult to time the market's shift from growth to value, and vice-versa.
Read More

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.


Private Wealth Management and Financial Planning
Small Cap Core Equity
Focused All Cap Core Equity
Short Duration Convertibles
Convertibles Securities
Other - Customized Investment Solutions