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

Thursday, October 06, 2022
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements
Palisade Capital Management is pleased to have been recognized in CNBC’s Financial Advisor (FA) 100 rankings for the third consecutive year, rising from number 88 in 2021 to number 56 in 2022. Palisade is proud to be the only New Jersey-based firm included in this year’s rankings.
Read More
Friday, January 27, 2023
Financial Planning Blog: January 2023
Posted in Blogs
Is this the year you will retire?
Read More
Tuesday, January 17, 2023
John Cirillo Joins Palisade as Assistant Vice President, Client Reporting & Analytics
Posted in Announcements
John is Assistant Vice President, Client Reporting & Analytics, with responsibilities that include the management and production of client reporting, portfolio analytics, and marketing materials across all investment strategies.
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.