Bright Minds Capturing Opportunities Others May Leave Behind

October 28, 2021

Penn Mutual Asset Management is excited to share our featured article titled, Bright Minds Capturing Opportunities Others May Leave Behind, from Citywire magazine’s Sources of Income supplement. George Cipolloni and Mark Heppenstall sat down with Citywire to discuss hidden influences in income investing, the importance of being humble and how to protect against human error.

What sets the Penn Mutual AM 1847 Income Fund (PMEFX) apart from other income strategies? How are we finding income in today’s environment and adding value? Find out in our excerpted article here.

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Visit our website here to view Fund documents including the fact sheet, prospectus and account application.

The Fund is available on the Schwab and Pershing trading platforms and can also be purchased directly. For more information about the Fund, contact Chris Fanelli, managing director, business development, at fanelli.chris@pennmutualam.com or (609) 306-7034.

 

About PMAM

With over $33 billion in assets under management as of September 30, 2021, Penn Mutual Asset Management ("PMAM") is an institutional asset management firm located just outside of Philadelphia, PA that has been offering investment solutions and client-focused services since 1989.  

Follow the latest news and insights from the PMAM investment team at The Long View, as well as on LinkedIn and Twitter.

 

Important Information

The information contained herein has been prepared solely for informational purposes. It is subject to change without notice and it is not intended as an offer or solicitation of the Funds nor any other products or services offered by PMAM. Please note this information has been prepared as a general summary without consideration of any specific investors, thus please do not use this material solely to make any investment decisions. All investors should always refer to the prospectus to learn more about the Funds before investing. 

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For the full prospectus, which contains this and other information about the Fund, please visit www.pennmutualam.com. Investors should read the prospectus carefully before investing. 

The Funds are distributed by SEI Investments Distribution Co. (SIDCO) at 1 Freedom Valley Drive, Oaks, PA 19456, which is not affiliated with Penn Mutual Asset Management. Investing involves risk, including possible loss of principal. The Fund’s other investment risks include, but are not limited to, interest rate, inflation, credit and default risk associated with fixed-income securities. In addition, high-yield bonds have a higher risk of default or other adverse credit events. Other risks include, but are not limited to, equity risk, preferred stock risk, allocation risk, conflicts of interest risk, counterparty credit risk, foreign investments risk, high portfolio turnover risk, liquidity risk and volatility risk. There is no guarantee the Funds will achieve their stated objective.

Attachment: Bright Minds Capturing Opportunities Others May Leave Behind

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All investors should consider the investment objectives, risks, charges and expenses carefully before investing. For the full prospectus, which contains this and other information about the Funds, please call 877-PMA-MLLC (877-762-6552) or visit www.pennmutualam.com. Investors should read the prospectus carefully before investing.

The Funds are distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA 19456), which is not affiliated with Penn Mutual Asset Management, LLC, or any of its affiliates.

Important Risks: An investment in the Fund involves risk, including possible loss of principal value. The Fund's other investment risks include, but are not limited to, interest rate, inflation, credit and default risk associated with fixed income securities. In addition, high yield bonds have a higher risk of default or other adverse credit events. Other risks include, but are not limited to, equity risk, preferred stock risk, allocation risk, conflicts of interest risk, counterparty credit risk, foreign investments risk, high portfolio turnover risk, liquidity risk and volatility risk. See “Principal Risks” in the prospectus for a detailed discussion of these and other risks applicable to the Fund. There is no guarantee the Fund will achieve its stated objective.

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