mobile
Home > Institutional Investors > Smid Cap Core Equity

Institutional Investors

Traditional Strategies

investor-strategy-icon-traditional

Smid Cap Core Equity

Objective
  • Strong risk adjusted returns over a full market cycle regardless of the market environment
Philosophy
  • Bottom-up, fundamental stock research
  • Disciplined Stock Selection: Seek to identify high-quality stocks that exhibit a specific set of financial characteristics with steady and consistent growth over a multi-year time frame
  • Low Turnover: Long-term investment horizon results in a deeper understanding of a company’s business strategy and market positioning, allowing us to capitalize on short-term stock volatility, trade around existing positions, and potentially generate favorable upside/downside capture
  • Conviction-Weighted Approach: Conviction weighting such that the top ten names typically represent greater than 20% of the portfolio.
  • Utilizes the longstanding investment approach of Palisade's Small Cap Core Equity strategy: Consistent investment philosophy and process with our flagship equity strategy
Benchmark

Russell 2500™ Index

Download the Fact Sheet
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 Kavanaugh
Kyle Kavanaugh
Associate Portfolio Manager
Small Cap Core Equity
Senior Vice President of Research
Dawn Brock
Dawn Brock
Senior Vice President, Research
Garo Norian, CFA
Garo Norian, CFA
Senior Vice President, Research

Latest Related News & Insight

Wednesday, October 06, 2021
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 2021. This is the second consecutive year that Palisade has received this prestigious honor. 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. 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, June 21, 2022
Financial Planning Blog: June 2022
Posted in Blogs
New Features Create Additional Appeal for 529 College Savings Plans
Read More
Friday, June 10, 2022
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On June 10, 2022, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss his outlook for stocks going into the summer and fall seasons.
Read More

View more Palisade News & Insight

Connect with Us

One Bridge Plaza, Suite 1095, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

Stay Informed

Sign up for our mailing list and stay up to date on the latest information and news from Palisade Capital Management.