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We conduct a fully integrated credit and equity research process with a focus on understanding the entire capital structure of a company. PENN is an independent, 100% employee-owned, SEC registered investment management firm. We manage multiple investment styles that flow from our coverage of publicly traded companies in the micro- to mid-capitalization range, as well as companies that issue debt rated split-BBB and below (non-investment grade).
Trillium Asset Management is a Boston, MA-based company in the Financial Services sector.
OBrien-Staley Partners operates across four discrete financial business strategies: alternative asset management; market-rate impact investing; nationwide loan servicing; and deposit management.
Quartz Electronics, Inc. is a Nevada City, CA-based company in the Financial Services sector.
Small-cap specialist with unparalleled knowledge and experience, offering distinct investment approaches to meet a variety of investors goals.