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

Download the Fact Sheet


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

Friday, November 19, 2021
Financial Planning Blog: November 2021
Posted in Blogs: You’re Biased Towards Your Own Money: What to Do About It; Read More

Wednesday, November 10, 2021
Palisade Capital Management Managing Director and Head of Financial Planning Lorraine R. Salvo, CFP®, CDFA® to speak at the 2021 InvestmentNews Women Adviser Summit
Posted in Media Appearances: Palisade Capital Management Managing Director and Head of Financial Planning Lorraine R. Salvo, CFP®, CDFA® will speak at the 2021 InvestmentNews Women Adviser Summit that will take place on Nov 11. Lorraine will be part of a panel discussing strategies to leverage technology in financial planning.; Read More