Strategy

Polen Total Return Credit

Our Total Return Credit strategy targets fixed income investment opportunities across an issuer's capital structure, seeking equity-like returns.

Number of Issuers: 25-45
Style: High Yield
Benchmark: None
 

  • U.S. high yield strategy with a strong emphasis on due diligence and margin of safety
  • Concentrated, high-conviction portfolio
  • Private equity style investment approach with a focus on loan-to-value
  • Long holding periods that aim to deliver a compounding yield advantage

We strive to generate attractive risk-adjusted returns by employing a disciplined, bottom-up, fundamentally-oriented investment process with a strict adherence to downside protection. Through rigorous due diligence with a strong emphasis on margin of safety, we believe that we can construct concentrated portfolios that can outperform broad high yield indices over a full credit cycle.

Find out how Polen Capital can go beyond for you.

Get in Touch
Image
scuba diver swimming upwards

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.