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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 17% of the manager's regulatory AUM.

PENN CAPITAL StockAlpha

-3.6%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PENN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DEPO 1.51% Health -19.1% -0.18% 0 6%
TSRA 1.43% Tech 12.2% 0.15% 1 5%
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FEATURED IN
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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.





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PENN Capital Management Company, Inc.
Uniform Applicatio...
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PENN CAPITAL Portfolio Concentration

PENN CAPITAL Location

THREE CRESCENT DRIVE
SUITE 400
PHILADELPHIA, Pennsylvania
UNITED STATES, 19112

PENN CAPITAL Contact Information

Phone Number: 215-302-1500
Fax Number: 215-468-1873
Website:

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