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.