Penn Capital US Equity

We believe that independent, fundamental bottom-up research can add significant value in inefficient asset classes. Penn Capital looks beyond a company’s income statement, emphasizing balance sheet research and in-depth evaluation of management. We search for companies with consistent EBITDA, attractive relative EBITDA multiples, and catalysts for growth.

Penn Capital applies a fully integrated credit and equity research process. This approach uncovers companies that are improving their capital structures and enhancing equity value.

For almost 30 years, our credit research supports our conviction that credit leads equity. Our day to day involvement in the corporate credit markets leads to early identification of companies that are reducing their cost of capital, thereby creating equity value.

Micro Cap

Focus on USD companies with a market capitalization range of the Russell Micro Cap Index

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Small Cap

Focus on USD companies with a market capitalization range of the Russell 2000 Index

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Small - Mid Cap

Focus on USD companies with a market capitalization range of the Russell 2500 Index

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Mid Cap

Focus on USD companies with a market capitalization range of the Russell Mid Cap Index

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