Strategies

OVERVIEW AND INVESTMENT PHILOSOPHY

Penn Capital manages a broad array of credit and equity investment strategies. As specialists in Complete Capital Structure Analysis®, we employ a private equity philosophy, approach, and process. 

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Only one default in our flagship High Yield strategy since 1999 with no defaults in Ultra Short Duration Corporate Income, Defensive Short Duration High Income, and Defensive Floating Rate Income strategies. 

Penn Capital
Equity

Penn Capital equity strategies employ a private approach to the public market with a Complete Capital Structure Analysis®. The equity strategies seek to gain an informational advantage on what we believe are underfollowed companies with complex balance sheets to capitalize on market inefficiencies. High yield credit analysis specializes in leveraged capital structures, which uniquely identifies debt catalysts.

Penn Capital
Credit

Penn Capital credit strategies employ a private approach to the public market with a Complete Capital Structure Analysis®. The credit strategies seek to balance quality, duration, and relative value opportunities to provide high and durable income. Equity analysis is uniquely incorporated as part of a comprehensive mosaic constructed by an integrated team of capital structure specialists.