The Global Credit Opportunities strategy’s investment objective is to deliver a consistently high level of income which helps to drive a strong total return, by investing in the most compelling opportunities across our investable universe.
Number of Issuers: 60-80
Style: Multi-Asset Credit
Benchmark: Secured Overnight Financing Rate (SOFR) 3-Month Reference Rate
- Flexible mandate that invests across global leveraged credit markets
- Rigorous, private equity-like fundamental research and comprehensive due diligence process
- Leverages Polen’s industry specialists for bottom-up insights and local market knowledge
- Concentrated, actively managed strategy targeting high-conviction opportunities
- Collaborative portfolio management team with deep experience across regions and credit asset classes in leveraged credit markets
- Integrated top-down analysis to identify macro, sector, and market trends inform risk-reward
- Emphasis on capturing complexity and illiquidity premiums within both public and private credit in a risk-controlled framework
We seek to capitalize on the broadest range of leveraged credit opportunities by employing a flexible approach across global markets and multiple asset classes. Our investment process is built on rigorous, bottom-up fundamental research and thorough due diligence—enabling us to build concentrated portfolios around our highest-conviction ideas. Complemented by integrated top-down insights, deep industry and regional expertise, robust legal analysis, and continual collaboration, our strategy is designed to navigate diverse credit environments with a strong focus on risk management and capital preservation.
Portfolio Management
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 Secured Overnight Financing Rate (SOFR) is a benchmark interest rate published by the Federal Reserve Bank of new York that measures the cost of borrowing cash overnight using U.S. Treasuries as collateral.
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