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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 September 30, 2019

Average Investment Experience

24

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$4.0

BILLION

Appx. Portfolio Turnover Rate

24%

(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 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

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.

View more Palisade News & Insight

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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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