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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, 2020

Average Investment Experience

25

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$3.2

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 Kavanaugh
Kyle 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

Friday, May 29, 2020
Deep Dive Series: Small-Cap Banks
Posted in White Papers
The first issue of Palisade's new Deep Dive Series explores small-cap banks. The banking industry is at the heart of the American economy, and small-cap banks are at the intersection of Wall Street and Main Street.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.
Tuesday, May 19, 2020
Claudio Giurgiu joins Palisade as Managing Director, Information Technology
Posted in Announcements
Claudio Giurgiu joined Palisade Capital Management as Managing Director, Information Technology. Claudio is responsible for Palisade Capital Management’s day-to-day technological operations.
Read More
Monday, May 04, 2020
Q1 2020 Investor Commentary
Posted in Market Commentaries
Palisade reviews the first quarter of this year, which offered a grim counterpoint to the near-euphoric feeling that most stock and bond investors felt in 2019.
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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