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Why Palisades?
Small Cap Core Strategy
- Outperformance over 1-Yr, 3-Yr, 5-Yr, 7-Yr and since inception periods
- Strategy “time-tested” through multiple market cycles
Competitive Advantages
- Excellent upside capture and downside capture ratios
- Compelling risk/reward as measured by information ratio
- We have outperformed the benchmark whether Value or Growth have been in favor
Proven Investment Philosophy
- Focus on positive business momentum
- Positive earnings revisions and cash flow drive performance
Consistent and Repeatable Process
- Track record established over several economic cycles
Risk Control
- Portfolio has exceeded the benchmark in up markets and outperformed in down markets
Exceptional Client Service
- Principal level contact
- Nimble size allows Palisadesto tailor service to each client’s preferences
Financial Calculators
Stock Information
Market Information
Featured Content

What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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