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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 December 31, 2019

Average Investment Experience

25

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$4.3

BILLION

Appx. Portfolio Turnover Rate

17%

(Last 12 Months)

Want to Learn More?

Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

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

Friday, February 07, 2020
Special Update: The Impact of Coronavirus on Markets
Posted in Webinars
Palisade Capital Management Chief Investment Officer Dan Veru shares Palisade's view on Coronavirus and its potential impact on the markets and client portfolios.
Monday, January 27, 2020
Michael Zampitella joins Palisade as Associate, Client Reporting & Analytics
Posted in Announcements
Michael Zampitella joined Palisade Capital Management in January 2020 as Associate, Client Reporting & Analytics. Mr. Zampitella's responsibilities include production of client reporting materials, portfolio analytics, new business proposals, and marketing collateral across all investment products.
Read More
Tuesday, January 14, 2020
Q4 2019 Investor Commentary
Posted in Market Commentaries
Palisade reviews the markets over the last year. 2019 was a strong year for equities and quite a contrast to 2018.
Read More

View more Palisade News & Insight

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

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