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 March 31, 2020

Average Investment Experience

Years

Typical Number of Holdings

75-85

Weighted average market cap

$3.2

BILLION

Appx. Portfolio Turnover Rate

18%

(Last 12 Months)

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Investment Team


Marc Shapiro: Managing Director,
Senior Portfolio Manager


Kyle Kavanaugh: Associate Portfolio Manager,
Senior Vice President, Research


Dawn Brock: Senior Vice President, Research


Garo Norian, CFA: Senior Vice President, Research

Latest Related News & Insight

Friday, July 10, 2020
The Time for Convertibles is Now
Posted in White Papers: We believe convertible securities, which complement other alpha-seeking strategies within a portfolio, have always been an attractive asset class and should play a vital role in strategic allocations during these unprecedented times.; Read More

Monday, July 06, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances: On July 6, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss convertible securities and recent market conditions.; Read More

Monday, June 15, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances: On June 15, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss the markets amid a resurgence of COVID-19 cases.; Read More

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