Strategies
PENN utilizes a fully integrated credit and equity research process to provide excess returns on a risk adjusted basis.
PENN seeks to identify companies that are under-appreciated in the marketplace, yet have catalysts in place to enhance debt and equity value. We have applied this approach from the beginning, and have never deviated from this focus.
Our concept of Complete Capital Structure Analysis® is applied to every investment opportunity. By understanding a company’s debt structure, we become better, more informed equity investors. Conversely, understanding the drivers of equity valuation make us more informed debt investors.
US Equity
PENN looks beyond a company’s income statement to determine value, emphasizing balance sheet research and in-depth evaluation of management.
Learn more about US EquityUS Fixed Income
History has shown that a diversified portfolio of debt issued by solvent, US based corporations that have passed our fundamental research screening process - can provide attractive returns with a fraction of the volatility associated with other asset classes with similar return structures.
Learn more about US Fixed IncomeAlternatives
Through our process of Complete Capital Structure Analysis®, PENN has developed a number of unique strategies within our universe of companies.
Learn more about AlternativesREQUEST INFORMATION
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For details on how PENN can serve you, contact our team.
