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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

Market News

Financial Calculators

Stock Information

Market Information

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Global and International Funds

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