Penn Capital Management Company, LLC
Penn Capital Management Company, LLC
13F
Penn Capital Management Company, LLC
Last update 2022-08-15 177 Stocks (35 new)
Value $922.00 Mil Turnover 28 %
Portfolio Report

Penn Capital Management Company, LLC Profile

PENN Capital Management Co Inc. is an investment management firm based out of Philadelphia, Pennsylvania. The company was originally established in 1987 by founder Richard A. Hocker, who is still with the company today acting as its CEO, CIO, and Chairman. PENN Capital Management Co has grown from its inception to now operate with 63 total employees of which 25 are investment professionals and an additional location in Stuart, Florida. The company conducts its research internally, utilizing a fundamental methodology to make its investment decisions. The company invests in the public equity, alternative, and fixed income markets within the United States, allocating its assets in the stocks of companies from micro to large caps with a bottom up stock picking approach. PENN Capital Management Co invests most heavily in the health care sector, which alone makes up over a quarter of the firm’s total asset allocations, and also invests in the consumer discretionary, finance, information technology, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations an average of 6.31 quarters although PENN Capital Management Co only holds its top 10 allocations an average of 2.5 quarters. PENN Capital Management Co oversees over $6.4 billion in total assets under management spread across over 2,400 accounts, all of which are discretionary accounts except for 22 which make up $320 million of its total managed assets. Although the company’s total number of accounts has been decreasing in recent years, once having been as high as over 6,000 five years ago, the firm’s total assets under management has been increasing, growing significantly from $2.8 billion back in 2010 to well over twice that amount today. PENN Capital Management Co mainly caters to individuals, which alone makes up two thirds of its entire client base. The company currently offers its US Equity and US High Yield Credit strategies.
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Penn Capital Management Company, LLC Total Holding History ($B)

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Penn Capital Management Company, LLC's Asset Allocation

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Penn Capital Management Company, LLC Past Portfolios

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Penn Capital Management Company, LLC's Hypothetical Growth since 2022-06-30

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Penn Capital Management Company, LLC's Yearly Returns

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Penn Capital Management Company, LLC's Holdings Heat Map

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