Palisade Capital Management

mobile
Home > Institutional Investors > Small Cap Core Equity

Institutional Investors

Traditional Strategies

investor-strategy-icon-traditional

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 June 30, 2020

Average Investment Experience

25

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$3.8

BILLION

Appx. Portfolio Turnover Rate

25%

(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

Monday, September 21, 2020
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Appears on “Coffee Break With Canter”
Posted in Media Appearances
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman appeared as David Canter's guest to discuss Palisade's evolution into financial planning for our Private Wealth Management clients. Episode 2 (of 2) of Coffee Break With Canter is below.
Read More
Friday, September 18, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On September 18, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss how a pickup in the broader market, outside of mega-cap tech and work-from-home stocks, may be an indication of an acceleration in global growth.
Read More
Tuesday, September 15, 2020
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Appears `on Coffee Break With Canter
Posted in Media Appearances
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman appeared as David Canter's guest to discuss succession planning for registered investment advisers. Episode 1 (of 2) of Coffee Break With Canter is below.
Read More

View more Palisade News & Insight

Connect with Us

One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

Stay Informed

Sign up for our mailing list and stay up to date on the latest information and news from Palisade Capital Management.