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, 2019

Average Investment Experience

Years

Typical Number of Holdings

75-85

Weighted average market cap

$4.0

BILLION

Appx. Portfolio Turnover Rate

24%

(Last 12 Months)

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Investment Team


Marc Shapiro: Managing Director,
Senior Portfolio Manager


Kyle M. 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

Tuesday, January 14, 2020
Q4 2019 Investor Commentary
Posted in Market Commentaries: Palisade reviews the markets over the last year. 2019 was a strong year for equities and quite a contrast to 2018.; Read More

Monday, January 13, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances: On January 13, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the December jobs report and upcoming bank earnings, as well as the market’s bull run.; Read More

Thursday, January 09, 2020
2020 Market Outlook Webinar
Posted in Webinars: In this 30-minute webinar to kick off 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru shares his current insights on the markets and answers questions from participants.

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