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.
The composition of the small cap growth and value benchmarks within small cap equities has evolved and created an often-overlooked pitfall – the potential for unwanted industry concentration and portfolio exposures. Palisade believes that active small cap core equity investing represents a better solution. For the detailed analysis, please download our latest white paper.
Managing Director and Senior Portfolio Manager Bill Lee believes that as we confront a climate of rising interest rates and increased market volatility, the case for convertible securities is compelling. He makes his case in a newly published white paper.
Managing Director and Senior Portfolio Manager Bill Lee published a white paper discussing the unique positioning of Convertible Securities in the current market environment.
In April 2015, Chief Investment Officer Dennison "Dan" T. Veru released a white paper discussing the allocation of capital in a rising interest rate and strong dollar environment.
