Section: Our Approach

Our Approach


Our Client Commitment

Penn Mutual Asset Management is dedicated to creating value through a prudent, thoughtful, and rigorous investment decision-making process. We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client's strategy and goals.

Our Philosophy

We Believe...

  • Valuation drives decisions to help generate strong performance
  • Diversification is the best form of risk management
  • Remaining nimble and opportunistic creates value for investors
  • Focus, discipline, teamwork and accountability enable results

Our Business

Asset, Liability and Risk Specialists...

  • Focused on risk-based institutional asset management, advisory and fund operation services
  • Balancing our repeatable, value-driven approach with seasoned investment judgement

Committed to earning deep, trusted, long-term relationships through...

  • Strong Performance
  • Diverse Expertise & Approachability
  • Exceptional Client Experience & Service

All backed by the rich heritage, shared values and financial stength of our parent, Penn Mutual.


At Penn Mutual Asset Management, teamwork equals individual expertise and collective decision making.


Our unique character stems from client performance and operating success.


Our investment process leverages decision making supported by quantitative risk-tools.

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