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Smid Cap Core Equity

Objective
  • Strong risk adjusted returns over a full market cycle regardless of the market environment
Philosophy (or Approach)
  • 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

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,
Senior Vice President, 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.
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Tuesday, October 12, 2021
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On October 12, 2021, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss the launch of Palisade's new Small-mid (SMID) Cap Core Equity strategy.
Read More
Thursday, October 07, 2021
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Interviewed by CNBC
Posted in Media Appearances
On October 7, 2021, Palisade Capital Management President and CEO Alison Berman discussed the financial services industry’s diversity challenges with CNBC. Please click the link below to read the full article.
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