19-Sept-2023 – 2023 Alternative Investments Forum

Taking High Yield Credit Investing to New Heights

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Spotlight Session: Opportunities Credit

This session provides insights into the public and private credit markets around the world. The discussion focuses on exploiting structural inefficiencies in the markets and thoughts on how to best position portfolios for 2024.

Key Takeaways:

  1. Canadian Investors are very well positioned to take advantage of global opportunities
  2. US: Leveraged Credit has Reached a Rational Equilibrium
  3. Europe/UK: Medium to long-term opportunities with double-digit return potential
  4. LATAM/Asia: Interesting risk premium capture with diversification benefits

U.S. Fixed Income, High Yield

Polen U.S. Opportunistic High Yield

Number of issuers: 70-90

U.S. Fixed Income, High Yield

Polen Upper Tier U.S. High Yield

Number of issuers: 80-110

U.S. Fixed Income, Bank Loan

Polen Bank Loan

Number of issuers: 60-90

U.S. Fixed Income, High Yield

Polen Total Return Credit

Number of issuers: 25-45

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About the Speaker: Karl Dasher, President

Karl, President of Polen Capital, is responsible for investment team administration and supporting the firm’s strategic direction. Prior to joining Polen Capital in 2022, Karl served as CEO at Brigade Capital Management. Karl spent 12 years in various leadership roles at Schroders, including CEO of North America and Co-Head of Fixed Income. Before joining Schroders, Karl was Executive Vice President and Global CIO at SEI Investments, where he spent over 13 years. Karl received a B.S. in Industrial Engineering from the Georgia Institute of Technology and an M.B.A. from Columbia University School of Business and London Business School. Karl is also a Trustee & IC Chair for the Georgia Tech Foundation.

Beyond Fundamentals Video Series

  • Taking A Deeper Look at Credit Risk

  • High Yield’s Time to Shine?

The IRR Opportunity set forth above is generally aspirational in nature, is not based on any specific criteria or assumptions (other than as set forth above), and is not a guarantee. Actual performance results, which may not achieve this objective, will vary.

Polen Capital Credit, LLC, a wholly-owned subsidiary of Polen Capital Management, LLC, is an investment adviser registered with the SEC. Please find Polen Capital Credit, LLC ‘s Form ADV linked here.

The information is provided for illustrative purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of the period indicated, may involve a number of assumptions and estimates which are not guaranteed and are subject to change without update. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness, or accuracy. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without update, including any forward-looking estimates or statements which are based on certain expectations and assumptions. The views and strategies described may not be suitable for all clients. This information does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction.

Past performance does not guarantee future results and profitable results cannot be guaranteed.