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, January 20, 2021
Q4 2020 Investor Commentary
Posted in Market Commentaries: Palisade reviews a remarkably unusual year as we remember last year’s financial market extremes: anxiety in the first months of the COVID-19 pandemic (March/April), stabilization at mid-year, and sharp recovery in the final quarter of 2020 as investors cheered the regulatory approval of COVID vaccines.; Read More

Tuesday, December 15, 2020
An Expert’s View: The COVID-19 Vaccine
Posted in Webinars: Palisade Capital Management Chief Investment Officer Dan Veru and Senior Vice President of Research Dawn Brock hosted an informative evening with Dr. Kayvon Modjarrad, who leads the U.S. Army's development of a vaccine against COVID-19 and co-leads all of Walter Reed Army Institute of Research’s COVID-19 response efforts. Dr. Modjarrad provided an update on the most recent vaccine efforts and answered questions pertaining to COVID-19 vaccines. Dan and Dawn facilitated the discussion and offered their insights regarding how Palisade Capital views the evolving vaccine landscape as both an investment thesis and as part of 2021’s overall market outlook.

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