Core Equity

Palo Capital's Investment Philosophy

Core Equity’s objective is to achieve risk-adjusted returns which on a long-term basis exceed those of the S&P 500 index. Securities are selected from the largest 1,200 companies in the Russell 3000 index emphasizing factors consistent with Palo Capital’s Quality At a Discount philosophy.

For current performance data and portfolio metrics, please contact kbarlow@palocapital.com.