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 September 30, 2020

Average Investment Experience

Years

Typical Number of Holdings

75-90

Weighted average market cap

$3.9

BILLION

Appx. Portfolio Turnover Rate

19%

(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

Thursday, October 08, 2020
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 2020. 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. The CNBC FA 100 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

Wednesday, December 02, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances: On December 2, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss how small caps, as reflected by the Russell 2000® Index, may be a good measurement of economic & business activity.; Read More

Monday, November 23, 2020
Post Election and COVID-19 Vaccine Update
Posted in Webinars: In our latest webinar, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru provides an update following the election and announcements of scientific breakthroughs to combat COVID-19.

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