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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
Veru: Starting first phase of potential long-term small cap outperformance relative to large
Dan Veru, Palisade Capital CIO, appeared on CNBC this morning, discussing his views regarding the start of the first pha...
Small Cap Stocks: Start of a New Cycle
After 18 months of false rallies, the Russell 2000® Index (“Index”) reached new highs for the first time in over three a...
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...
