Penn Capital manages total return strategies, combining our integrated complete capital structure analysis philosophy. We look 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.
- Total return and sector focused strategies
- Bottom-up, fundamental investment philosophy
- High conviction investment and portfolio construction process
- Focus on “out of favor” industries and sectors
- Capacity constrained portfolios
- High active share