Palisade Capital Management, LLC

Fort Lee, NJ

Founded in


Firm assets under management

$3.0 billion*

Investment Professionals


Funds Managed:

1290 Convertible Securities Fund

About Palisade Capital Management

  • Boutique Asset Management Firm: The foundation of the firm was built on managing the assets of large, well-known U.S.pension plans. Five of the 30 largest corporate pension plans are on Palisade's client roster; four with multiple mandates
  • Research Driven Firm: The manager seeks to add value by offering investment strategies that require a specialization or expertise. Palisade is not a generalist. The investment culture is driven by fundamental, bottom-up, research-intensive securities selection
  • Dedicated investor in the convertible securities market: Palisade has been managing convertible securities since 1995. The manager's expertise is extensive and their focus is direct - with an average of over 20 years investing experience among the professionals on the team
  • Firm with an adherence to risk management: Although Palisade has always adhered to a disciplined culture of risk management, the recent addition of a Chief Risk Officer enhances Palisade's capabilities in portfolio analytics as well as the ability to assess and monitor market risk

*AUM and Investment Professionals as of 12/31/2018