Palisade Capital Management

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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 March 31, 2018

Average Investment Experience

23+

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$4.0

BILLION

Appx. Portfolio Turnover Rate

27%

(1 YR ANNUALIZED)

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

Thursday, August 16, 2018
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On August 16, 2018, Palisade Capital Management Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the rise in the S&P 500®.
Monday, July 23, 2018
Amrita Thapa Joins Palisade as Vice President, Risk Management and Product Development
Posted in Announcements
Amrita Thapa joined Palisade in July 2018 as Vice President, Risk Management and Product Development. In this role, Ms. Thapa is responsible for risk management, the continued enhancement of the firm’s Private Wealth Management business, assisting with product development, and providing analytical support for product marketing efforts.
Read More
Monday, July 09, 2018
Palisade Capital Management’s Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On July 9, 2018, Palisade Capital Management's Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss recent market trends.
Read More

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