Webinar Leveraged Credit

Bank Loans: The Overlooked Asset Class Delivering High Income with Low Volatility

Discussion examining bank loans’ strategic role in client portfolios, highlighting their capacity for high income generation and diversification benefits within fixed income allocations.

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Topics discussed

Why Bank Loans?

The overlooked asset class and its strategic role in client portfolios for high income and diversification.

Market Growth & Private Debt

How the bank loan market has grown and its evolving relationship to private credit.

Current Yield Environment

Income potential and yield dynamics in the current interest rate environment.

Risk, Return & Market Dynamics

Understanding the risk-return profile and key market factors driving bank loan performance.

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Disclosures

This video has been prepared by Polen Capital without taking into account individual objectives, financial situations or needs. As such, this video is for informational purposes only and is not to be relied on as legal, tax, business, investment, accounting, or any other advice. Recipients of this video should seek their own independent financial advice. Investing involves inherent risks, and any particular investment is not suitable for all investors; there is always a risk of losing part or all of your invested capital. Past performance is not indicative of future results.

Specific securities mentioned are for illustrative purposes only and do not represent all securities purchased, sold, or recommended. Please contact Polen Capital for a complete list of holdings and additional disclosures.

Polen Capital Management, LLC is an independent registered investment advisor.

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