Small Cap Core Equity

Strong risk adjusted returns over a full market cycle regardless of market environment

Bottom-up, fundamental stock research
Disciplined Stock Selection: Seek to identify high-quality stocks that exhibit a specific set of financial characteristics with steady and consistent growth over a multi-year time frame
Low Turnover: Long-term investment horizon results in a deeper understanding of a company’s business strategy and market positioning, allowing us to capitalize on short-term stock volatility, trade around existing positions, and potentially generate favorable upside/downside capture
Conviction-Weighted Approach: Conviction weighting such that the top ten names typically represent greater than 20% of the portfolio

Russell 2000® Index

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Kyle Kavanaugh: Associate Portfolio Manager
Small Cap Core Equity
Senior Vice President of Research

Thursday, October 06, 2022
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements: Palisade Capital Management is pleased to have been recognized in CNBC’s Financial Advisor (FA) 100 rankings for the third consecutive year, rising from number 88 in 2021 to number 56 in 2022. Palisade is proud to be the only New Jersey-based firm included in this year’s rankings.; Read More

Monday, November 21, 2022
Short Duration Convertible Bonds: A Compelling Alternative to Traditional Fixed Income
Posted in White Papers: The U.S. Federal Reserve’s fight against inflation through increases in the Fed Funds rate and quantitative tightening has led to the worst year on record for the U.S. fixed income markets (as measured by Bloomberg U.S. Aggregate Bond Index performance of -15.7% year-to-date through October 31, 2022). This environment, when combined with the potential for additional rate hikes, has resulted in significant losses to fixed income portfolios.; Read More

Tuesday, November 15, 2022
Post-Election Market Update
Posted in Market Commentaries: Palisade Capital Management Co-Chairman and Chief Investment Officer Dennison Veru shared his post-election update and our views on what may lie ahead for the markets as we head towards year-end.