PENN CAPITAL Overview
Penn Capital Management Co Inc is an investment advisor that manages 8.1 BN dollars in regulatory AUM and has 63 employees, of which 25 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 12/31/20. The fund's latest filing disclosed 783MM in positions, representing 10% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 12/31/20. The fund's latest filing disclosed 783MM in positions, representing 10% of the manager's regulatory AUM.
PENN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PENN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AXL | 1.79% | Cons. Disc. | 24.34% | 0.35% | 1 | 5% | ||
| GDEN | 1.57% | Cons. Disc. | 22.22% | 0.27% | 3 | 2% | ||
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FEATURED IN
PENN CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard A. Hocker | Chief Investment Officer & Chief Executive Officer | November-1987 |
| Marcia A. Hocker | President | November-1987 |
| Christian M. Noyes | Director Of Marketing & Client Services/Senior Managing Partner | January-2001 |
| Eric Green | Director Of Research & Sr. Portfolio Manager | January-2001 |
| Scott D. Schumacher | Senior Portfolio Manager | January-2001 |
| Gerald Mcbride | Chief Financial Officer And Chief Operating Officer | January-2007 |
| John G. Livewell | Chief Compliance Officer | November-2008 |
| Jorge P. Silva | Senior Portfolio Manager | January-2010 |
| Lisa L. Matson | Chief Legal Officer | April-2014 |
PENN CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
PENN CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The following provides an overview of PENN’s investment advisory methods, strategies, and risks:
Equity Analysis Process
Our goal is to find companies with price growth potential over a particular period. We also look for companies creating equity value through traditional and non-traditional sources. We follow a multi-step process to approve an equity security which is considered for purchase. Steps may include:
Economic Analysis
All Portfolio Managers combine expertise (credit & equity) to develop and apply a macro view.
Step 1: Fundamental Financial Analysis
Analyst/PM screen for companies with improving financial metrics to determine relative value.
Step 2: Qualitative Research
Analyst/PM performs qualitative research to confirm relative value.
Page 8 of 16
PENN Capital Management Company, Inc.
Uniform Applicatio...
Unlock Full Investment Process Description
The following provides an overview of PENN’s investment advisory methods, strategies, and risks:
Equity Analysis Process
Our goal is to find companies with price growth potential over a particular period. We also look for companies creating equity value through traditional and non-traditional sources. We follow a multi-step process to approve an equity security which is considered for purchase. Steps may include:
Economic Analysis
All Portfolio Managers combine expertise (credit & equity) to develop and apply a macro view.
Step 1: Fundamental Financial Analysis
Analyst/PM screen for companies with improving financial metrics to determine relative value.
Step 2: Qualitative Research
Analyst/PM performs qualitative research to confirm relative value.
Page 8 of 16
PENN Capital Management Company, Inc.
Uniform Applicatio...
Unlock Full Investment Process Description
PENN CAPITAL Portfolio Concentration
PENN CAPITAL Location
THREE CRESCENT DRIVE
SUITE 400
PHILADELPHIA, Pennsylvania
UNITED STATES, 19112
SUITE 400
PHILADELPHIA, Pennsylvania
UNITED STATES, 19112
PENN CAPITAL Contact Information
Phone Number: 215-302-1500
Fax Number: 215-468-1873
Website: http://www.penncapital.com
Fax Number: 215-468-1873
Website: http://www.penncapital.com
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