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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).
Tarbell Financial Corporation is a Santa Ana, CA-based company in the Financial Services sector.
Hagerty Peterson and Company is a Barrington, IL-based company in the Financial Services sector.
New Capital Partners, Inc. is a Birmingham, AL-based company in the Financial Services sector.
Montgomery and Co. is a Santa Monica, CA-based company in the Financial Services sector.