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News & Insight

At Palisade Capital Management, we think differently than other asset managers. We believe in sharing ideas and research across teams—and now with you. Here you can gain access to our vast intellectual capital and decidedly different perspective, while seeing what we’ve been up to lately.



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.
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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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Thursday, October 07, 2021
Q3 2021 Investor Commentary
Posted in Market Commentaries
Palisade reviews the third quarter of 2021, which saw all three major stock market indices – the Dow Jones Industrial Average, Standard & Poor’s 500® Index, and NASDAQ Composite – ending the quarter about where they began. The period started off well, as the S&P rose over 5% in the first two months of the quarter, but bearish sentiment sank the index in September.
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Monday, September 27, 2021
Financial Planning Blog: September 2021
Posted in Blogs
Should You Be Utilizing Donor-Advised Funds in 2021? These Four Tax Benefits May Help Make Up Your Mind
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Thursday, September 09, 2021
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On September 9, 2021, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss his market outlook.
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Latest Research and White Papers
Tuesday, May 11, 2021
Convertible Investment Study - May 2021
In January 2021, Palisade Capital Management published a research piece entitled “The Time For Convertibles Is (Still) Now”, where we outlined the advantages of investing in the convertible asset class, both historically and tactically, given an impending, post COVID-19 economic cycle. In this study, we seek to touch upon and update key aspects of Palisade's unique approach to investing in convertibles. Palisade's convertible strategies emphasize Growth convertibles (as opposed to Value convertibles) and Large- and Mid-Capitalization convertibles (rather than Small-Capitalization convertibles).
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