More Recent News & Insight

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.

Wednesday, October 30, 2019

Q3 2019 Investor Commentary

Posted in Market Commentaries

Third quarter stock market performance was modestly positive. The S&P 500® Index and the Dow Jones Industrial Average both advanced by 1.2%. But that small gain was erased in the first week of October, as worries over trade, manufacturing, and politics took center stage. Still, the U.S. stock market’s year-to-date advance has been impressive; through September 30, the S&P 500® returned 20.6%, its best nine-month run of any year this decade.

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Friday, October 25, 2019

Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”

Posted in Media Appearances

On October 25, 2019, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss why it's always difficult to time the market's shift from growth to value, and vice-versa.

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Monday, September 09, 2019

Palisade Adds Financial Planning

Posted in Announcements

Palisade Capital Management, LLC, an independent registered investment advisor with approximately $3.5 billion of assets under management, today announced that Lorraine R. Salvo, CFP®, CDFA® joined the firm as Managing Director, Private Wealth Management and Head of Financial Planning.

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Friday, September 06, 2019

Lorraine R. Salvo, CFP®, CDFA® Joins Palisade as Managing Director, Private Wealth Management & Head of Financial Planning

Posted in Announcements

Lorraine R. Salvo, CFP®, CDFA® joined Palisade Capital Management in September 2019 as Managing Director, Private Wealth Management and Head of Financial Planning. In her role, Ms. Salvo is responsible for overseeing Palisade’s private wealth management financial planning process while also serving as an advisor to high net worth client relationships.

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