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Joe Maguire

Portfolio Manager at Penn Capital Management Company, LLC

United States

About

Joe Maguire, CFA, is Director of Research, Senior Portfolio Manager, and Senior Partner at Penn Capital Management Company, LLC, where he has been a key member of the investment team since 2005. In his current role, Maguire guides the firm's global investment research process and chairs the Credit Risk Committee, supervising the formulation and monitoring of investment advice. He leads portfolio management for Penn Capital’s Short Duration, Defensive High Yield, Opportunistic High Yield, Convertible, and Small to Mid Cap Equity strategies.

Maguire’s investment focus spans high yield and short duration credit, convertible securities, and equities—particularly within the small to mid-cap segment. His expertise extends across multiple sectors with an emphasis on credit markets, risk management, and multi-asset class portfolio construction, playing an integral role in the development of Penn Capital’s high yield and defensively oriented products.

Prior to joining Penn Capital, Maguire was a senior audit associate at PricewaterhouseCoopers LLP and conducted private equity research for AMS Inc. He holds a BBA in Accounting from The College of William & Mary and an MBA from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. Maguire is a Chartered Financial Analyst and is recognized for his leadership in credit risk oversight and research-driven portfolio management.

Career History

OrganizationRoleDate RangeDetails
Penn Capital Management Company, LLCPortfolio ManagerJan 2005 to Present

Education

UNC Kenan-Flagler Business School

MBA, Investments and Securities

2001 2003

William & Mary

Bachelor of Business Administration - BBA, Accounting

Skills & Expertise

Asset Management
Portfolio Management
Investments
Financial Analysis
Financial Modeling
Asset Allocation
Equity Research
Finance
Hedge Funds
Equities
Microsoft Excel
Alternative Investments
Bloomberg
Options
Valuation
Fixed Income
Microsoft Office
Leadership
Business Analysis
Sales

Others at Penn Capital Management Company, LLC (11)

NameRoleLocation
C
Chad Bolen
Sr. Partner and Sr. Research AnalystPhiladelphia, PA , United States
C
Chris Paciello
Research AnalystBoston, MA , United States
Jonathan Vicari
Jonathan Vicari
Research AnalystPhiladelphia, PA , United States
P
Paulo Silva
Senior Managing Partner, Senior Portfolio ManagerPhiladelphia, PA , United States
P
Percy Walla
Managing PartnerPhiladelphia, PA , United States
R
Randall Braunfeld
Senior Research Analyst and PartnerPhiladelphia, PA , United States
Ben Pickles
Ben Pickles
Research AnalystPhiladelphia, PA , United States
B
Bob McLaughlin
Director of Investment Services and Senior PartnerMedia, PA , United States
Howard Bryerman
Howard Bryerman
AnalystCherry Hill, NJ , United States
Richard Brisita
Richard Brisita
Systems and Security AnalystWilmington, DE , United States
Showing 1-10 of 11 team members