Palisade Capital Management, LP

Palisade Capital Management, LP is an independent, owner-operated investment management firm specializing in U.S. equity and convertible strategies. Founded in 1995, the firm offers a select lineup of actively managed equity and convertible investment solutions designed to provide attractive risk-adjusted returns for corporations, private and public plans, intermediaries, family offices, and endowments and foundations. Palisade's investment philosophy emphasizes bottom-up fundamental research and a disciplined, repeatable investment process.

The firm's approach to equities is based on bottom-up security selection that meets stringent investment criteria, following a disciplined, repeatable investment process and aligning portfolio risk levels with the investment process, thesis, and mandate. In its convertible strategies, Palisade believes that the asymmetrical return profile of convertibles can offer return, risk management, and diversification benefits over certain traditional equity and fixed income strategies. The firm integrates environmental, social, and governance (ESG) factors into its fundamental analysis and security selection process for equity strategies, offering customized portfolios for investors with specific socially responsible investment parameters.

Palisade's commitment to fiduciary integrity and personalized service has been recognized nationally, including being named to CNBC's Financial Advisor Top 100 for four consecutive years. The firm's collaborative culture extends to both clients and team members, fostering high retention rates and enduring relationships. With decades of experience across wealth management and institutional investments, Palisade continues to emphasize its core investment approach, striving to think, invest, and treat clients in a manner that is fundamentally different from other asset managers.