Strategy

Polen European High Yield

UCITS

Portfolio Management

Meet the Leveraged Credit Team

Related Perspectives

Thought Capital 3 Min

2026 High Yield & Leveraged Loan Mid-Year Review & Outlook
Markets appear resilient on the surface, but growing issuer-level dispersion is creating opportunity beneath the surface.
Commentary 1 Min

Opportunistic High Yield Commentary
The portfolio modestly outperformed in a challenging quarter marked by rising rates, widening spreads, and geopolitical uncertainty. With limited repositioning, the team emphasizes higher-quality credit selection and sees compelling opportunities emerging from increased market dispersion.
Thought Capital 5 Min

Not an AI Bet
As AI narratives dominate markets, disciplined credit underwriting helps separate real opportunity from hype, with a focus on downside protection.

Learn more about our leveraged credit strategies.

Find out how Polen Capital can go beyond for you.

Get in Touch

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.

ICE BofA Euro High Yield Constrained Index (HEC0): A variant of the Euro High Yield index that imposes limits on the weighting of individual issuers to reduce concentration risk, while still tracking euro-denominated high yield corporate bonds.

Notice to HK Investors: In Hong Kong, this content is only being made available to persons falling within the “Professional Investors” category defined in the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission (SFC).  By entering this site, you confirm that you fall within the Professional Investors category and you are accessing the website on your own initiative without any solicitation to do so by Polen Capital HK Limited or one of the funds described herein (each, a “Fund”) and that no law or regulation prohibits you from accessing the information on this website. The Fund is not authorized by the SFC and is not publicly offered to all investors in Hong Kong.