Chad Bolen

Penn Capital specializes in the leveraged finance market – the credit and equity of non-investment grade companies. The firm specializes in the fundamental, bottom-up research of underfollowed, speculative grade companies. They manage multiple investment styles that leverage coverage of publicly traded companies in the micro- to mid-cap range, as well as companies that issue non-investment-grade debt.

NAM-USA offers several long only global and international equity strategies. Affiliated sub-advisers manage, on a discretionary basis, all the firm’s global and international equity portfolios. The sub-advisers utilize an investment approach that combines a top-down and bottom-up analysis, with a bias towards bottom-up stock selection. All such sub-advisers use a team approach with a focus on country and/or sector analysis.

Provides brokerage services

Functions as a College/University

Provides brokerage services

MAM is a global active manager that provides investment solutions to clients across a range of capabilities including infrastructure & renewables, real estate, agriculture, transportation finance, private credit, equities, fixed income, and multi-asset solutions.