Leveraged Credit · Credit

Credit Opportunities

Multi-Sector High Yield

Targets fixed income opportunities across an issuer's capital structure, seeking equity-like returns by investing in lower-rated bank loans, high yield securities, private debt, and distressed obligations.

How to invest →

Strategy snapshot

Franchise Leveraged Credit

Benchmark ICE BofA U.S. High Yield Index

Number of Issuers 25-45

Vehicles Interval Fund

Why invest in Credit Opportunities?

Targets fixed income opportunities across an issuer's full capital structure

Seeks equity-like returns through lower-rated bank loans, high yield securities, and private debt

Conviction-driven approach with concentrated, high-conviction positioning

Access to Polen's global credit platform and experienced leveraged credit team

Portfolio Management

Ben Santonelli

Portfolio Manager

John Sherman

Portfolio Manager

Documents

Resources and materials.

PDF

Credit Opportunities Commentary

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Available Vehicles

Interval Fund

Ready to invest in Credit Opportunities?

Connect with our distribution team to learn more about the strategy, review current availability, or request access to fund materials.

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Important Disclosures

The performance of the Shares for periods before the Commencement of Operations is that of the Predecessor Fund, Polen DDJ Strategic Income Plus Fund, L.P blended yield. The Predecessor Fund was not subject to the restrictions of the 1940 Act or the Internal Revenue Code of 1986, as amended (the “Code”). Had the Predecessor Fund been subject to the provisions of the 1940 Act and/or the provisions of the Code applicable to investment companies, its investment performance could have been adversely affected. Performance information reflects all fees and expenses incurred by the Predecessor Fund, and has not been adjusted to reflect Fund fees and expenses. If the Fund’s fees and expenses were reflected, the performance shown for the Fund would have been lower. Index yield is yield to worst. Past performance is no guarantee of future results.

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.