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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.



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.
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Wednesday, January 20, 2021
Q4 2020 Investor Commentary
Posted in Market Commentaries
Palisade reviews a remarkably unusual year as we remember last year’s financial market extremes: anxiety in the first months of the COVID-19 pandemic (March/April), stabilization at mid-year, and sharp recovery in the final quarter of 2020 as investors cheered the regulatory approval of COVID vaccines.
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Tuesday, December 15, 2020
An Expert’s View: The COVID-19 Vaccine
Posted in Webinars
Palisade Capital Management Chief Investment Officer Dan Veru and Senior Vice President of Research Dawn Brock hosted an informative evening with Dr. Kayvon Modjarrad, who leads the U.S. Army's development of a vaccine against COVID-19 and co-leads all of Walter Reed Army Institute of Research’s COVID-19 response efforts. Dr. Modjarrad provided an update on the most recent vaccine efforts and answered questions pertaining to COVID-19 vaccines. Dan and Dawn facilitated the discussion and offered their insights regarding how Palisade Capital views the evolving vaccine landscape as both an investment thesis and as part of 2021’s overall market outlook.
Wednesday, December 02, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On December 2, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss how small caps, as reflected by the Russell 2000® Index, may be a good measurement of economic & business activity.
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Monday, November 23, 2020
Post Election and COVID-19 Vaccine Update
Posted in Webinars
In our latest webinar, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru provides an update following the election and announcements of scientific breakthroughs to combat COVID-19.
Tuesday, November 17, 2020
“Doing it Scared”
Posted in Webinars
President and Chief Executive Officer Alison Berman hosted an inspiring discussion with Kathryn Childers, one of the first five female special agents hired into the U.S. Secret Service.
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Latest Research and White Papers
Friday, July 10, 2020
The Time for Convertibles is Now
We believe convertible securities, which complement other alpha-seeking strategies within a portfolio, have always been an attractive asset class and should play a vital role in strategic allocations during these unprecedented times.
Find Out More and Request This White Paper

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