A Message from Polen Capital Recent Perspectives Thought Capital 17-Apr-2024 Q1 Focus Growth Fireside Chat Quarter-end update discussing factors that impacted the Focus Growth Portfolio & what Dan Davidowitz sees as long-term opportunities ahead Thought Capital 04-Apr-2024 Public Credit Strikes Back: The Growth of Unitranche Financing Private credit has stood at the forefront of innovation over the past decade, providing flexible alternatives to traditional financing. However, bank lenders have taken notice and are striking back with their own bespoke credit solutions. Thought Capital 01-Apr-2024 3 Reasons for a Strategic Allocation to High Yield Putting aside the elusive “right time to invest” in favor of a long-term approach See All Perspectives