Pence Capital Management

Overview

Pence Capital Management is a registered investment advisory firm based in Newport Beach, California, focusing on fixed income and equity strategies for institutional investors. The firm integrates academic, behavioral, and military-grade intelligence to identify transformative investment ideas and develop investment strategies and model portfolios. Their investment approach adheres to founding principles that bring together the study of human behavior and economic analysis. The investment team comprises professionals with diverse perspectives and credentials as economists, experts in behavioral finance, psychology specialists, and former military leaders. Founded by E. Dryden Pence III, a Harvard-educated economist with thirty years of experience in the financial industry, and a retired Army Colonel specializing in Intelligence, Special Operations, and Psychological Warfare, the firm aims to capitalize on the supply chain of human demand to identify investment opportunities. Their proprietary investment approach, Choke Point Investing™, validates the influence of human factors on security selection. The firm offers several investment strategies, including the Ubiquitous Strategy, Content Leaders Strategy, Digital World Leaders Strategy, Building America Strategy, Human Behavior Strategy, and the PENCE Transformers Index (Ticker: TRFM). These strategies seek to capitalize on thematic, long-term investment trends built on a close study of human behavior. To invest in Pence Capital Management Strategies, please contact your broker or advisor.

Investment Focus

• Institutional investors
• Accredited investors

Portfolio Companies