Ethel Mae Hocker Foundation

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3 Crescent Dr
Philadelphia, PA 19112

Penn Capital is a boutique SEC-registered investment management firm based in Philadelphia, specializing in the leveraged finance market, focusing on the credit and equity of non-investment grade companies. Founded in 1987, the firm employs a fundamental bottom-up research approach to identify mispriced securities while integrating credit and equity research through a Complete Capital Structure Analysis.

Driven by a commitment to community engagement, Penn Capital pairs qualitative research with quantitative risk management to optimize investment strategies for small to mid-cap stocks and high-income credit opportunities. The firm's capacity constraint discipline enables them to offer clients durable sources of alpha and effective liquidity management, distinguishing their services in a competitive landscape.

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