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PPM America Inc/il

CIK:0000898417
Asset Manager
$84B AUM
4 holdings
Chicago, IL, United States
Founded:1990
227 employees
Latest filing:Jun 30, 2025

PPM America, Inc. is a Chicago-based institutional asset manager founded in 1990. Serving insurance companies, pension funds, sub-advised funds, and other institutional investors, PPM America offers investment solutions across public and private fixed income, structured products, real estate, and private equity. A subsidiary of Jackson Financial Inc., PPM America managed $83.51 billion in assets as of June 30, 2025. The firm employs approximately 200-230 professionals and is recognized for its collaborative, investment-led approach.

Investment Strategy

PPM America employs a fundamental, bottom-up research investment approach combined with prudent risk management. The firm is nimble and investment-led, offering customized institutional mandates that span separate accounts, mutual funds, private investment funds, and structured vehicles. PPM’s investment philosophy centers on delivering superior risk-adjusted returns through team-based collaboration, leveraging deep sector expertise, and adapting quickly to changing market opportunities across public and private fixed income, structured assets, private equity, and real estate.

Top Buys
S
STC.TOSangoma Technologies
+$1.0M
M
MPLXMPLX LP
-$175.3K
C
CCOClear Channel Outdoo
+$42.3K
I
IHRTiHeartMedia Inc
+$32.6K
Top Sells
U
USHYISHARES BROAD USD HI
-$4.9M
S
STC.TOSangoma Technologies
+$1.0M
M
MPLXMPLX LP
-$175.3K
C
CCOClear Channel Outdoo
+$42.3K
I
IHRTiHeartMedia Inc
+$32.6K

Top Holdings

M
MPLXMPLX LP
+44.9%$4.5M
S
STC.TOSangoma Technologies
+41.6%$4.2M
C
CCOClear Channel Outdoo
+8.3%$825.6K
I
IHRTiHeartMedia Inc
+5.2%$522.0K

Equity Positions (4)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MPLX
MPLX LP44.90%$4.5M87,200$28.47$51.51-$175.3K
S
STC.TO
Sangoma Technologies41.64%$4.2M688,523$4.72$8.44+$1.0M
C
CCO
Clear Channel Outdoo8.25%$825.6K705,613$2.71$1.17+$42.3K
I
IHRT
iHeartMedia Inc5.22%$522.0K296,607$25.02$1.76+$32.6K

Industry Allocation

PIPE LINES (NO NATURAL GAS)
+44.9%
SERVICES-ADVERTISING
+8.3%
RADIO BROADCASTING STATIONS
+5.2%