Palisade Capital Management


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, March 05, 2020
Special Update
Posted in
As health organizations and governments around the world work to contain the Coronavirus (COVID-19) and markets remain volatile, Palisade is taking measures for the safety of its employees while maintaining the utmost commitment to clients. Transparency and open communications with clients are Palisade core values, especially during uncertain times, so I wanted to provide a brief update regarding Palisade’s operations during this challenging period.
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Monday, March 02, 2020
Market Update: Equities, Bonds, and the Federal Reserve
Posted in Webinars
In his March 2, 2020 update, Palisade Capital Management Chief Investment Officer Dan Veru shares Palisade's view on equities, bonds, and the Federal Reserve in light of recent market volatility.
Thursday, February 27, 2020
Special Update: Recent Market Volatility and the Coronavirus
Posted in Webinars
In this special report, Palisade Capital Management Chief Investment Officer Dan Veru shares Palisade's current view on recent market volatility and the coronavirus.
Tuesday, February 25, 2020
The SECURE Act - Understanding How it Applies to You
Posted in Webinars
In this 20-minute webinar, Palisade Capital Management Head of Financial Planning Lorraine Salvo, CFP® shares her current insights on the SECURE Act and answers questions from participants.
Friday, February 07, 2020
Special Update: The Impact of Coronavirus on Markets
Posted in Webinars
Palisade Capital Management Chief Investment Officer Dan Veru shares Palisade's view on Coronavirus and its potential impact on the markets and client portfolios.
Monday, January 27, 2020
Michael Zampitella joins Palisade as Associate, Client Reporting & Analytics
Posted in Announcements
Michael Zampitella joined Palisade Capital Management in January 2020 as Associate, Client Reporting & Analytics. Mr. Zampitella's responsibilities include production of client reporting materials, portfolio analytics, new business proposals, and marketing collateral across all investment products.
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Latest Research and White Papers
Tuesday, December 03, 2019
Allocations to Concentrated Equity Strategies
As investors search for solutions to help meet their risk and return objectives in these uncertain times, Palisade believes concentrated equity portfolios of high-quality issuers offer a compelling approach to achieve long-term investment objectives. Investors should not underestimate the role of individual companies within a portfolio or believe all risk can be avoided through diversification. Instead, investors seeking long-term return should consider allocating some portion of their assets to concentrated strategies that allow individual companies to drive portfolio performance.

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