Penn Capital Management
Official Penn Capital Management business agent. Penn Capital Management is a registered investment management firm specializing in various investment strategies.
About Penn Capital Management
Penn Capital Management Company, LLC (Penn Capital) is a boutique, SEC registered investment management firm based in Philadelphia, PA. The firm specializes in the leveraged finance market, specifically the credit and equity of non-investment grade companies. Founded in 1987, Penn Capital employs a fundamental, bottom-up research process with a focus on underfollowed, speculative grade companies.
Penn Capital is known for its Complete Capital Structure Analysis®, which seeks to identify mispriced securities, capital structure catalysts, and mitigate risk. The firm offers investment strategies through public mutual funds and custom managed accounts.
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About Penn Capital Management
Penn Capital Management Company, LLC (Penn Capital) is a boutique, SEC registered investment management firm based in Philadelphia, PA. The firm specializes in the leveraged finance market, specifically the credit and equity of non-investment grade companies. Founded in 1987, Penn Capital employs a fundamental, bottom-up research process with a focus on underfollowed, speculative grade companies.
Penn Capital is known for its Complete Capital Structure Analysis®, which seeks to identify mispriced securities, capital structure catalysts, and mitigate risk. The firm offers investment strategies through public mutual funds and custom managed accounts.
In July 2024, Seaport Global Holdings, LLC announced that its subsidiary, SGAM Advisors LLC, had become the majority equity owner of Penn Capital Management Company.
Culture and Community Engagement
Penn Capital is committed to a culture of continuity, client service, and strategy integrity. The firm emphasizes continuous communication with clients and maintains high standards of accessibility for its client service team. Additionally, Penn Capital is dedicated to having a positive community impact, as integral to measuring its success.
© Penn Capital Management Company, LLC. All rights reserved.
From penncapital.com
Where Penn Capital Management works
Lists Lawrence, Philadelphia, and Green as a location. Areas beyond these are not published.
Prices
Hours and contact
Penn Capital's headquarters are located at:
Schuylkill Yards 3025 John F. Kennedy Blvd., Suite 270 Philadelphia, PA 19104 Phone: (215) 302-1500
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Hours and contact
Penn Capital's headquarters are located at:
Schuylkill Yards 3025 John F. Kennedy Blvd., Suite 270 Philadelphia, PA 19104 Phone: (215) 302-1500
For media inquiries, please contact: [media@penncapital.com](mailto:media@penncapital.com).
Feel free to reach out via phone or visit in-person for more information. Additionally, you can use the contact form available on their website to request further details, ensuring all necessary fields are completed.
© Penn Capital Management Company, LLC. All rights reserved.
From penncapital.com
Leadership and Team at Penn Capital
Penn Capital's team consists of skilled professionals in the investment management industry, many of whom are also firm owners, aligning their interests with those of their clients. Key members include:
- Pamela Lawrence, President with over 30 years of experience and a background in trading, research analysis, and portfolio management.
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Leadership and Team at Penn Capital
Penn Capital's team consists of skilled professionals in the investment management industry, many of whom are also firm owners, aligning their interests with those of their clients. Key members include:
- Pamela Lawrence, President with over 30 years of experience and a background in trading, research analysis, and portfolio management.
- Eric Green, CFA, Chief Investment Officer, guides equity and credit strategies, and has been with Penn Capital since 1997.
- Joseph Maguire, Director of Research and Senior Portfolio Manager, chairs the Credit Risk Committee.
- Joseph McDonnell, Chief Financial Officer, oversees financial strategy including reporting and budgeting.
- Marty Keane, Chief Technology Officer, specializes in technology and compliance, with over 31 years in the industry.
The firm emphasizes a cohesive work environment through the intersection of deep industry experience and shared firm ownership, contributing to a culture of stability and aligned objectives.
© Penn Capital Management Company, LLC. All rights reserved.
From penncapital.com
Penn Capital Investment Strategies
Credit Strategies
Penn Capital specializes in credit strategies aimed at achieving durable high income with downside protection. These strategies involve pairing fundamental, bottom-up research with quantitative risk management while actively targeting relative value, quality, and other credit factors. By maintaining capacity constraints, Penn Capital establishes liquidity advantages, allowing for optimal portfolio construction.
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Penn Capital Investment Strategies
Credit Strategies
Penn Capital specializes in credit strategies aimed at achieving durable high income with downside protection. These strategies involve pairing fundamental, bottom-up research with quantitative risk management while actively targeting relative value, quality, and other credit factors. By maintaining capacity constraints, Penn Capital establishes liquidity advantages, allowing for optimal portfolio construction.
Equity Strategies
The equity strategies at Penn Capital aim to optimize the risk-return potential of small to mid-cap stocks. Fundamental research combined with quantitative risk management helps target equities that exhibit positive capital structure catalysts. These strategies enable the potential identification of companies that demonstrate inefficient pricing and low research coverage, contributing to a comprehensive investment approach.
© Penn Capital Management Company, LLC. All rights reserved.
From penncapital.com
Not published yet
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