Small/Smid Cap Stocks: The Overlooked Asset Class
Thursday, June 27, 2024
An Overtightened Spring Positioned to Uncoil The stock market is now poised for a meaningful shift that could favor small- and small-mid-cap (smid) stocks over the next several years. History tells us the long-term relationship between small-cap performance versus large-caps runs in cycles. Conditions seem to indicate that a cycle shift is near. While no one can know the precise timing, large/small relative valuations, the relationship between interest rate cycles and the stock market, and earnings growth trends all point to a potential resurgence of quality small- and smid-cap equities.
Dennison T. Veru
Senior Partner,
Chief Investment Officer
Frank Galdi
Partner,
Chief Risk Officer & Deputy Chief Investment Officer
Amrita Thapa, CFA
Senior Vice President,
Investment Manager Research & Risk Management
Allison J. Chase, CIPM
Vice President,
Institutional Client Service & Marketing Analytics
Marc Shapiro
Partner,
Senior Portfolio Manager, Core Equity Strategies
Garo Norian, CFA
Partner,
Associate Portfolio Manager, Core Equity Strategies
Dawn Brock
Partner,
Associate Portfolio Manager, Core Equity Strategies
Christopher Mashia, CFA
Senior Vice President,
Core Equity Strategies
Tuesday, September 24, 2024
The Fed Lowers Interest Rates - What Does This Mean for the Market and Economy?
Palisade Capital Management Chief Investment Officer Dan Veru shares his views on interest rate cuts and our thoughts on...
Monday, September 9, 2024
Noreen Drohan Joins Palisade Capital Management
Noreen Drohan joins Palisade Capital Management as Senior Vice President, Head of Consultant Relations....
Wednesday, August 28, 2024
Small/Smid Cap Market Update
Palisade Chief Investment Officer Dan Veru shares our current thoughts on stocks – small and smid-caps in particular - a...
Friday, August 16, 2024
Dan Veru Appears on CNBC's "Worldwide Exchange"
Palisade Senior Partner and Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss current m...
Thursday, August 15, 2024
Financial Planning Blog: August 2024
How To Be a Smarter Investor in Uncertain Times - Six Open Secrets of Smart Investors
Tuesday, August 6, 2024
Market Update: Volatility Returns to Stocks
Palisade Capital Management, LP Chief Investment Officer Dennison T. Veru shares his views on recent market volatility a...