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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, 2018

Average Investment Experience

23+

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$4.0

BILLION

Appx. Portfolio Turnover Rate

27%

(1 YR ANNUALIZED)

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 M. Kavanaugh
Kyle M. 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

Friday, June 01, 2018
Palisade Announces Senior Management Changes
Posted in Announcements
Read More
Wednesday, May 30, 2018
Palisade Capital Chief Investment Officer Dan Veru appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On May 30, 2018, Palisade Capital Management Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss investing in convertible bonds and the current market environment.
Read More
Thursday, May 24, 2018
Is Tax Reform Old News?
Posted in Market Commentaries
Will Potter, Managing Director and Senior Portfolio Manager, Focused All Cap Equity, today published Market Commentary asking "Is Tax Reform Old News?"

Download the White Paper

For further information regarding this commentary or about Palisade Capital Management, please contact us at info@palcap.com.

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

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