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
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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