Palisade Capital Management

What just happened? Where are investors to turn amid so many questions, foreign and domestic? Volatility begets opportunity.

Please join us for an informative virtual discussion in advance of the 2026 midterm election, led by Palisade Capital Management Senior Partner and Chief Investment Officer Dan Veru, who will be joined by James Furey, founder of Furey Research Partners.

When considering allocations to fixed income, short duration convertible bonds should not be overlooked. With elevated yields on the short end of the curve and an uncertain pace of further rate cuts, we believe investors can take advantage of opportunities in short duration convertible bonds rather than endure the risk of longer duration fixed income. Short duration corporate bonds with convertible features can potentially offer attractive yields with differentiated sources of return while limit

The U.S. Federal Reserve’s fight against inflation through increases in the Fed Funds rate and quantitative tightening has led to the worst year on record for the U.S. fixed income markets (as measured by Bloomberg U.S. Aggregate Bond Index performance of -15.7% year-to-date through October 31, 2022). This environment, when combined with the potential for additional rate hikes, has resulted in significant losses to fixed income portfolios.

We share our insights and perspectives on the economy, the markets, and financial planning to keep you informed on our thinking and approach.

We are proud to have been recognized as a Community Changemaker at the Women's Rights Information Center 2026 Gala where Palisade President and CEO Alison Berman accepted the award on our behalf. To be called a Community Changemaker is an honor. To live up to that name is our goal. We remain committed to creating meaningful impact in the communities we serve.

With profound sadness, we share the news of Palisade co-founder Jack Feiler’s passing on April 29, 2026. An enduring force behind Palisade Capital Management’s 30+ year history, Jack's life and career were defined by integrity and an unwavering commitment to his family, clients, colleagues, and the principles upon which Palisade was built. His loss is deeply felt by all who had the privilege of knowing him.

However, we are always interested in speaking with talented professionals who have a passion for helping individuals and institutions achieve their financial goals!

At Palisade, we foster a collaborative, collegial environment that encourages creative ideas and thinking.

Alison serves as Palisade Capital Management’s President and Chief Executive Officer. She is responsible for overseeing all of the firm’s operational groups, including finance, operations, compliance, risk management, client service, sales and marketing, and human resources. Alison is the firm's Managing Partner and Chairperson of Palisade’s Operating Committee, where she leads the development and implementation of the firm’s overall strategic plan. Prior to her promotion to President and Chief

Allison is Senior Vice President, Institutional Client Service and Marketing Analytics, with responsibilities that include the management and production of client reporting, portfolio analytics, and marketing materials across all investment strategies. Prior to joining Palisade Capital Management in 2019, Allison was Marketing Support Supervisor at Systematic Financial Management, L.P., where she was responsible for client reporting, new business development, and process enhancement. Prior to be

Catherine is Vice President, Relationship Manager at Palisade Capital Management, where she acts as a key liaison between clients, the firm, and its custodian partners. She is responsible for cultivating long-term client relationships, ensuring clear and consistent communication, and delivering a high-touch client experience. Catherine also leverages technology to enhance engagement and provides operational and administrative support to help clients meet their financial objectives.

Dawn is a Partner and Associate Portfolio Manager for Palisade Capital Management’s Small- and Smid-Cap Core Equity strategies with responsibilities that include generating investment ideas and maintaining research coverage specializing in the Communication Services, Consumer Discretionary, and Health Care sector. Prior to joining Palisade in 2013, Dawn was at Lord Abbett & Co., LLC where she was an Investment Analyst covering Health Care. Prior to Lord Abbett, Dawn was a Managing Director, Seni

Since 1995, Palisade Capital Management has focused on providing investment solutions to institutions, individuals, and families to help them meet their long-term goals. As an investment manager of assets for several of the nation's largest companies and public institutions as well as hundreds of high-net-worth individuals and families, Palisade's extensive investment management, research, compliance, and legal resources are applied to each relationship. Palisade Capital Management is independen

Palisade Capital Management LP, independently owned for 30+ years, offers proactive, responsive service and a true partnership for institutional investors.

Discover a unique approach with Palisade Capital Management LP. For 25+ years, we've built lasting partnerships through proactive communication.

The Privacy Policy describes the policies and procedures followed by Palisade Capital Management, LP and its affiliates (“PCM”, “we”, “our” or “us”) regarding the collection, use, and disclosure of your Personal Information (as defined below) when you visit palisadecapital.com (the “Website”), or otherwise interact with PCM. For the purposes of EU data protection laws, PCM is the data controller of your Personal Information.

The palisadecapital.com website, which is also located at select other domains, is owned and operated by PCM. For purposes of this agreement, "PCM", "we", "us", and "our" shall refer to Palisade Capital Management, LP and its affiliates and their respective officers, mangers, members, principals and employees, and references to the “PCM website” shall means the websites of PCM available at palisadecapital.com, palcap.com and select other domains.

Discover a unique approach with Palisade Capital Management LP. For 25+ years, we've built lasting partnerships through proactive communication.