Small Cap Core Equity

Strong risk adjusted returns over a full market cycle regardless of market environment

Bottom-up, fundamental stock research
Disciplined Stock Selection: Seek to identify high-quality stocks that exhibit a specific set of financial characteristics with steady and consistent growth over a multi-year time frame
Low Turnover: Long-term investment horizon results in a deeper understanding of a company’s business strategy and market positioning, allowing us to capitalize on short-term stock volatility, trade around existing positions, and potentially generate favorable upside/downside capture
Conviction-Weighted Approach: Conviction weighting such that the top ten names typically represent greater than 20% of the portfolio

Russell 2000® Index

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Kyle Kavanaugh: Associate Portfolio Manager
Small Cap Core Equity
Senior Vice President of Research

Wednesday, October 06, 2021
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 2021. This is the second consecutive year that Palisade has received this prestigious honor. 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. 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

Monday, August 01, 2022
Market Update
Posted in Market Commentaries: Palisade Capital Management Co-Chairman and Chief Investment Officer Dennison Veru recently shared his thoughts on the current market environment and Palisade's view on risks and opportunities for the remainder of 2022.

Thursday, July 28, 2022
Palisade Wealth Management Update: Feiler Team
Posted in Announcements: We often discuss succession planning with clients that own their own businesses, so we know how important it is for Palisade to be prepared for all kinds of potential changes. We are continuously evolving our internal succession plan so that transitions among Palisade team members are as seamless as possible, with the goal of ensuring Palisade’s client relationships endure across generations. This is the only way we can deliver best-in-class service despite inevitable changes – both planned and unexpected.; Read More