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, 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

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