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 June 30, 2020

Average Investment Experience

Years

Typical Number of Holdings

75-85

Weighted average market cap

$3.8

BILLION

Appx. Portfolio Turnover Rate

25%

(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

Monday, September 21, 2020
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Appears on “Coffee Break With Canter”
Posted in Media Appearances: Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman appeared as David Canter's guest to discuss Palisade's evolution into financial planning for our Private Wealth Management clients. Episode 2 (of 2) of Coffee Break With Canter is below.; Read More

Friday, September 18, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances: On September 18, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss how a pickup in the broader market, outside of mega-cap tech and work-from-home stocks, may be an indication of an acceleration in global growth.; Read More

Tuesday, September 15, 2020
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Appears `on Coffee Break With Canter
Posted in Media Appearances: Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman appeared as David Canter's guest to discuss succession planning for registered investment advisers. Episode 1 (of 2) of Coffee Break With Canter is below.; Read More

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