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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 June 30, 2019

Average Investment Experience

24+

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$4.0

BILLION

Appx. Portfolio Turnover Rate

18%

(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

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.
Friday, July 26, 2019
Q2 2019 Investor Commentary
Posted in Market Commentaries
The first quarter’s equity markets rebound continued into June after a weak final period of 2018. The S&P 500® Index rose by nearly 4% in the second quarter, bringing the Index’s year-to-date 2019 return to +17%, its best first half performance in 22 years.
Read More
Tuesday, July 09, 2019
Beata Tannuzzo Promoted to Chief Financial Officer
Posted in Announcements
Palisade Capital Management is pleased to announce that Beata Tannuzzo, CPA has been promoted to Managing Director, Chief Financial Officer, effective immediately.
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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