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Small Cap Core Equity
Objective
- Strong risk-adjusted returns over a full market cycle regardless of market environment
Philosophy
- Bottom-up, fundamental stock research
- Disciplined Stock Selection: Seek to identify high-quality stocks that exhibit a specific set of financial characteristics with steady and consistent growth over a multi-year time frame
- Low Turnover: Long-term investment horizon results in a deeper understanding of a company’s business strategy and market positioning, allowing us to capitalize on short-term stock volatility, trade around existing positions, and potentially generate favorable upside/downside capture
- Conviction-Weighted Approach: Conviction weighting such that the top ten names typically represent greater than 20% of the portfolio
Benchmark
Russell 2000® Index
← All Institutional Investment StrategiesNews & Insights
Small/Smid Cap Stocks: The Overlooked Asset Class 2.0
Warren Buffet famously said, “The stock market is a device for transferring wealth from the impatient to the patient.” A...
Monday, March 31, 2025
Veru: Discussions on tariffs are negotiation means to an end
Dan Veru, Palisade Capital CIO, appeared on CNBC this morning, stating tariffs are negotiation tools, with companies ada...
Friday, February 14, 2025
Small/Smid Cap Market Update
Palisade Chief Investment Officer Dan Veru shares our current thoughts on stocks – small and smid-caps in particular - a...
Wednesday, August 28, 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...
Friday, August 16, 2024
Small/Smid Cap Stocks: The Overlooked Asset Class
A lot has happened in the small- and smid-cap markets over the past few weeks; here are our thoughts on recent political...
Friday, July 26, 2024
Small/Smid Cap Stocks: The Overlooked Asset Class
An Overtightened Spring Positioned to Uncoil
Thursday, June 27, 2024
Chris Mashia, CFA Joins Palisade Core Equity Team
Palisade Capital Management, LP is pleased to announce Chris Mashia, CFA has joined the firm as Senior Vice President, C...
Monday, April 29, 2024
Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss the current market environment and op...
Wednesday, March 13, 2024
Palisade Promotes Dawn R. Brock and Garo Norian to Associate Portfolio Manager Roles; Retains Search Firm
Palisade Capital Management, LP is pleased to announce that Dawn R. Brock and Garo Norian, CFA have been promoted to Ass...
Tuesday, January 9, 2024
