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.
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.
Russell 2000® Index
Average Investment Experience
22+
Years
Typical Number of Holdings
75-85
Weighted average market cap
$3.8
BILLION
Appx. Portfolio Turnover Rate
19%
(1 YR ANNUALIZED)
One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us
