Michael Kehoe

Analyst-Equity at

Penn Capital Management Co LLC

Finance

Consumer Services

Profile

Mr. Michael N.
Kehoe is a Senior Portfolio Manager & Senior Research Analyst at Penn Capital Management Co LLC.
He joined in 2026.
He brings more than two decades of investment industry experience.
Mr. Kehoe begun his career in 2001.
As a member of the Equity Risk Committee, he works closely with the equity portfolio management team to contribute ideas specifically in the micro to mid-capitalization range.
Since 2008, he served at Rothschild & Co. Asset Management, where he held senior roles including Senior Healthcare Equity Analyst and Small/Mid-Cap Equity Portfolio Manager, covering the healthcare sector and managing small- and mid-cap equity strategies.
Earlier in his career, Mr. Kehoe worked as a Research Analyst covering medical technology at Cowen Securities.
He earned his BA from the University of Pennsylvania and his MBA from Yale School of Management.

Michael Kehoe active positions

Companies	Position	Start
Penn Capital Management Co LLC Penn Capital Management Co LLC Investment ManagersFinance 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.	Analyst-Equity	01/04/2026

All active positions of Michael Kehoe

Former positions of Michael Kehoe

Companies	Position	End
Great Lakes Advisors LLC Great Lakes Advisors LLC Investment ManagersFinance GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies.	Portfolio Manager-Equities	01/04/2026
Rothschild & Co. Asset Management US, Inc. Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity.	Analyst-Equity	03/04/2023
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/12/2007
CIBC, Inc. CIBC, Inc. Life/Health InsuranceFinance Provides health insurance services	Corporate Officer/Principal	-
KCG Europe Ltd. KCG Europe Ltd. Investment Banks/BrokersFinance Engages in security and commodity contract dealing activities	Corporate Officer/Principal	-

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Private companies	8
Penn Capital Management Co LLC Penn Capital Management Co LLC Investment ManagersFinance 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.	Finance
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Rothschild & Co. Asset Management US, Inc. Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity.	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Yale University Yale University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CIBC, Inc. CIBC, Inc. Life/Health InsuranceFinance Provides health insurance services	Finance
KCG Europe Ltd. KCG Europe Ltd. Investment Banks/BrokersFinance Engages in security and commodity contract dealing activities	Finance
Great Lakes Advisors LLC Great Lakes Advisors LLC Investment ManagersFinance GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies.	Finance