Small Cap Core Equity

Strong risk adjusted returns over a full market cycle regardless of market environment

Bottom-up, fundamental stock research
Disciplined Stock Selection: Seek to identify high-quality stocks that exhibit a specific set of financial characteristics with steady and consistent growth over a multi-year time frame
Low Turnover: Long-term investment horizon results in a deeper understanding of a company’s business strategy and market positioning, allowing us to capitalize on short-term stock volatility, trade around existing positions, and potentially generate favorable upside/downside capture
Conviction-Weighted Approach: Conviction weighting such that the top ten names typically represent greater than 20% of the portfolio

Russell 2000® Index

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Kyle Kavanaugh: Associate Portfolio Manager
Small Cap Core Equity
Senior Vice President of Research

Wednesday, October 06, 2021
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements: Palisade Capital Management is thrilled to announce that the firm has been included in CNBC’s ranking of the top 100 financial advisory firms in 2021. This is the second consecutive year that Palisade has received this prestigious honor. The “CNBC FA 100” celebrates advisory firms that top the list with regard to offering comprehensive planning and financial services that help clients navigate their financial lives. Rankings take into consideration factors beyond assets under management and are based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In preparing the CNBC FA 100, data was culled from thousands of advisory firms.; Read More

Friday, January 07, 2022
Q4 2021 Investor Commentary
Posted in Market Commentaries: What a year! The bellwether Standard & Poor’s 500® index of domestic stocks rose by 27% during the last twelve months, one of its best showings in the last twenty years. If key events from the “real world” of 2021 had been known to us last January, we would not have predicted such a rosy outcome; a pileup of disruptions might have been expected to produce a market headwind.; Read More

Monday, January 03, 2022
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances: On January 3, 2022, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss why he believes stocks are in line for more gains this year, and why he still likes the stock of one large health insurer.; Read More