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 December 31, 2020

Average Investment Experience

Years

Typical Number of Holdings

75-90

Weighted average market cap

$4.7

BILLION

Appx. Portfolio Turnover Rate

25%

(Last 12 Months)

Want to Learn More?

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

Tuesday, April 13, 2021
Q1 2021 Investor Commentary
Posted in Market Commentaries: Palisade reviews the first quarter of 2021, which saw gains in most stock market averages, modest declines in bond prices, and increases in many commodity prices. Last month marked the one-year anniversary of the pandemic shut-down of the American economy.; Read More

Wednesday, March 24, 2021
Financial Planning Blog: March 2021
Posted in Blogs: Feeling Stuck in the Middle? How the Sandwich Generation is Faring During the Pandemic; Read More

View more Palisade News & Insight

Institutional Investors

Traditional Strategies