Strategy

Polen Credit Opportunities

Managed Account Interval Fund

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

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

  • Opportunity to benefit from substantial liquidity premiums often available in the below investment grade debt markets
  • Access to private and illiquid debt
  • Concentrated, high conviction portfolio 
  • Downside protection provided through rigorous fundamental and legal due diligence.
  • High current income with potential for compelling absolute and risk-adjusted returns
  • Diversification advantages 

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.

Portfolio Management

Expertise in Leveraged Credit Investing

Meet the Credit Team

Recent Portfolio Commentary

Commentary 3 Min

Opportunistic High Yield Commentary
In our view, remaining patient and not overreaching for yield will leave our portfolios well positioned to take advantage of compelling opportunities in this period of instability.
Commentary 2 Min

Emerging Markets Growth Commentary
Our Portfolio is underweight in large cyclical export markets like Taiwan and South Korea, potentially reducing exposure to U.S. tariff risks.
Commentary 3 Min

Credit Opportunities Fund Commentary (PCOFX)
In our view, remaining patient and not overreaching for yield will leave our portfolios well positioned to take advantage of compelling opportunities in this period of instability.

Learn more about our High Yield Strategies.

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Polen Capital Credit, LLC, a wholly-owned subsidiary of Polen Capital Management, LLC, is an investment adviser registered with the SEC. Please find the Polen Capital Credit, LLC Form ADV linked here. 

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