Why Invest in Credit Now?
Higher base rates have created historically attractive yield opportunities
Credit now competes with equities in potential to achieve compelling risk-adjusted returns
High yield metrics remain attractive, with index rating quality not seen in decades
Pushed out maturities leave plenty of runway to capture high yields
Our Credit Investment Pillars
- Concentrated Portfolio: High-Conviction + Best Ideas
- Risk Management: Margin of Safety Through Diligence
- Hold Period: Compounding of Long-Term Yield Premium
- Mispriced Risk: Structural inefficiencies create opportunities for active management
- Flexibility: Investing across bonds and loans to capitalize on relative value opportunities
Meet the Team
Our Approach
The Polen Capital Credit Team comprises seasoned credit specialists with an average of 18 years of industry experience. The team applies a collaborative approach to strategy and security selection, focused on fundamental research and discerning analysis.
STRATEGIES
Credit 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.
U.S. Opportunistic High Yield
Inception: 31-Mar-1998 | Number of Issuers: 50-90
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Credit Opportunities
Inception: 30-Sep-2013 | Issuers Range: 25-45
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Bank Loan
Inception: 31-Dec-2013* | Issuers Range: 50-100
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U.S. High Yield
Inception: 31-Jul-2020 | Number of Issuers: 60-120
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FEATURED
Perspectives
For Institutional Use Only.
Investing involves risk, including potential loss of principal.
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.
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.
Polen Mutual Funds are distributed by Foreside Funds Distributors LLC., not affiliated with Polen Capital Management.
*There were no members in the composite between 2/28/19 and 11/30/21; composite inception date is 12/31/13. As of 12/31/22, the investor in the largest account within the composite has communicated its intention to redeem a significant portion of the assets within the composite (and accordingly, as of such date, such account’ s assets been moved out of the composite).
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.