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Wednesday, May 04, 2022
The Case for SMID Cap - An Asset Class for the New Business Cycle
Posted in White Papers: The lockdowns and flash recession which followed the beginning of the COVID-19 pandemic precipitated a reset of the global economy and initiated a new business cycle. Recent stock market weakness, however, is a cyclical correction in a secular bull market, and we believe the U.S. remains early in the recovery phase of this new cycle.; Read More

Tuesday, May 11, 2021
Convertible Investment Study - May 2021
Posted in White Papers: 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).; Read More

Tuesday, February 02, 2021
The Time for Convertibles is (Still) Now
Posted in White Papers: We believe 2021 will be another favorable year for convertibles and remain a compelling asset class, especially for those that have re-examined their allocation framework and appetite for risk given the rollercoaster ride of 2020.; Read More

Friday, July 10, 2020
The Time for Convertibles is Now
Posted in White Papers: 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.; Read More

Friday, May 29, 2020
Deep Dive Series: Small-Cap Banks
Posted in White Papers: The first issue of Palisade's new Deep Dive Series explores small-cap banks. The banking industry is at the heart of the American economy, and small-cap banks are at the intersection of Wall Street and Main Street.

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For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.

Tuesday, December 03, 2019
Allocations to Concentrated Equity Strategies
Posted in White Papers: 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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For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.

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