Palisade Capital Management

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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 September 30, 2018

Average Investment Experience

23+

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$4.2

BILLION

Appx. Portfolio Turnover Rate

23%

(1 YR ANNUALIZED)

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

Tuesday, December 04, 2018
Trade Truce
Posted in Market Commentaries
Dan Veru, Chief Investment Officer, shares his thoughts following the temporary Trade Truce that was reached between the U.S. and China at the G-20 summit.

Download the Letter

For further information regarding this commentary or about Palisade Capital Management, please contact us at info@palcap.com.
Friday, November 30, 2018
Trade and Fed Policy at a Critical Inflection Point
Posted in Market Commentaries
Thoughts from our Chief Investment Officer, Dan Veru, as trade and Fed policy reach a critical inflection point.

Download the Letter

For further information regarding this commentary or about Palisade Capital Management, please contact us at info@palcap.com.
Monday, November 12, 2018
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On November 12, 2018, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the markets and the mid-term elections.
Read More

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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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