Polen Credit Capabilities
Over 27 years of high conviction, high yield investing with a global reach.
Building & Extracting Value
Our active, high-conviction approach aims to produce a significant yield advantage with an unwavering emphasis on mitigating risk. We focus on companies that offer a yield premium and have the potential to grow into their balance sheets. We invest across the capital structure to extract what we believe to be the best relative value opportunities at a reduced risk profile.
Meeting liquidity needs
Strategies
We offer credit opportunities built for investors seeking to generate attractive risk-adjusted returns with a strict adherence to downside protection. Dedicated to rigorous due diligence with an emphasis on margin of safety, we construct concentrated portfolios that seek to outperform broad-based high yield indices over a full credit cycle.
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Polen Credit Opportunities Fund
Interval Fund

Attractive Income. High Conviction. Long-Term Returns.
The Polen Credit Opportunities Fund (PCOFX) is a flexible, high-conviction closed-end interval fund that aims to provide investors with meaningful current income, attractive risk-adjusted returns, and diversification benefits. The Fund is built on a time-tested strategy that has been delivering results since 2010. Through the interval fund structure, a wider base of investors can access the same attractive income profile and performance history that we have provided to institutional clients for over a decade.
Our Strategic Approach
We strive to generate attractive risk-adjusted returns by employing a disciplined, bottom-up investment process with strict adherence to downside protection. Through rigorous due diligence with an emphasis on preserving a margin of safety, we believe that we can construct concentrated portfolios that can outperform broad high yield indices over a full credit cycle.
For Institutional Use Only.
The Polen Credit Opportunities Fund is a continuously-offered, non-diversified, registered closed end fund with limited liquidity. Investing involves risk. Principal loss is possible. The Fund is an “interval fund” and, in order to provide liquidity to shareholders, the Fund, subject to applicable law, will conduct quarterly repurchase offers of the Fund's outstanding Shares at NAV, subject to approval of the Board. The Fund does not intend to list its shares on any securities exchange during the offering period, and a secondary market in the shares is not expected to develop. There is no guarantee that shareholders will be able to sell all of their tendered shares during a quarterly repurchase offer. An investment is not suitable for investors that require liquidity, other than through the Fund’s repurchase policy. You should not expect to be able to sell your shares other than through the Fund’s repurchase policy, regardless of how the Fund performs. The Fund is designed for long-term investors and not as a trading vehicle. An investment in the Shares, unlike an investment in a traditional listed closed-end fund, should be considered illiquid.
For the fund prospectus, click here. The Polen Credit Opportunities Fund is distributed by Foreside Funds Distributors LLC, not affiliated with Polen Capital Management.
Investors should consider the investment objectives, risks, charges, and expenses of the Polen funds carefully before investing. A prospectus with this and other information about the Fund may be obtained by calling 1-888-678-6024 or visiting the Materials tab. It should be read carefully before investing.
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. Investing involves risk, including potential loss of principal. 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.