Palisade Capital Management

Small Cap Equities and the Case for Core
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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)

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Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

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Find Out More

Find out more about our Small Cap Core Equity strategy and gain valuable insight from our experienced team of investment professionals.



Or, call (201) 585-7733 and speak with our team today.

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

Monday, September 09, 2019
Palisade Adds Financial Planning
Posted in Announcements
Palisade Capital Management, LLC, an independent registered investment advisor with approximately $3.5 billion of assets under management, today announced that Lorraine R. Salvo, CFP®, CDFA® joined the firm as Managing Director, Private Wealth Management and Head of Financial Planning.
Read More
Friday, September 06, 2019
Lorraine R. Salvo, CFP®, CDFA® Joins Palisade as Managing Director, Private Wealth Management & Head of Financial Planning
Posted in Announcements
Lorraine R. Salvo, CFP®, CDFA® joined Palisade Capital Management in September 2019 as Managing Director, Private Wealth Management and Head of Financial Planning. In her role, Ms. Salvo is responsible for overseeing Palisade’s private wealth management financial planning process while also serving as an advisor to high net worth client relationships.
Read More
Thursday, September 05, 2019
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On September 5, 2019, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss navigating uncertainty and day-to-day market swings.
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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