Palisade Capital Management

Small Cap Equities and the Case for Core
Click here to download
masthead-icon-research
mobile
Home > Institutional Investors > Small Cap Core Equity

Institutional Investors

Traditional Strategies

All Strategies
investor-strategy-icon-traditional

Small Cap Core Equity

Objective

Palisade’s Small Cap Core Equity portfolios seek to provide attractive risk-adjusted returns with an emphasis on capital preservation regardless of the market environment.

Philosophy

We conduct intensive, bottom-up, fundamental stock research and seek to identify high quality, attractively priced companies that can finance internal growth and consistently grow earnings. We believe that management makes a difference, consistency counts, and that sustainability and quality of earnings typically stem from a dominant franchise or a defensible market niche.

Benchmark

Russell 2000® Index

At-A-Glance As of March 31, 2019

Average Investment Experience

24+

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$3.8

BILLION

Appx. Portfolio Turnover Rate

19%

(Last 12 Months)

Want to Learn More?

Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

x
CTA-popup-folder

Find Out More

Find out more about our Small Cap Core Equity strategy and gain valuable insight from our experienced team of investment professionals.



Or, call (201) 585-7733 and speak with our team today.

Investment Team
Marc Shapiro
Marc Shapiro
Managing Director,
Senior Portfolio Manager
Kyle M. Kavanaugh
Kyle M. Kavanaugh
Associate Portfolio Manager,
Senior Vice President, Research
Dawn Brock
Dawn Brock
Senior Vice President, Research
Garo Norian, CFA
Garo Norian, CFA
Senior Vice President, Research

Latest Related News & Insight

Wednesday, June 12, 2019
Small Cap Equities and the Case for Core
Posted in White Papers
The composition of the small cap growth and value benchmarks within small cap equities has evolved and created an often-overlooked pitfall – the potential for unwanted industry concentration and portfolio exposures. Palisade believes that active small cap core equity investing represents a better solution. For the detailed analysis, please download our latest white paper.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.
Monday, May 06, 2019
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On May 6, 2019, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the market reaction to the latest US-China trade developments.
Read More
Monday, April 15, 2019
Allison J. Chase joins Palisade as Assistant Vice President, Client Reporting and Analytics
Posted in Announcements
Allison J. Chase, CIPM joined Palisade Capital Management in April 2019 as Assistant Vice President, Client Reporting and Analytics. Ms. Chase’s responsibilities include the management and production of client reporting, portfolio analytics, and marketing materials across all investment strategies.
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.