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
23+
Years
Typical Number of Holdings
75-85
Weighted average market cap
$4.0
BILLION
Appx. Portfolio Turnover Rate
27%
(1 YR ANNUALIZED)
Find out more about our Small Cap Core Equity strategy and gain valuable insight from our experienced team of investment professionals.
One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us
