Polen Total Return Credit
Investment Objective
Our Total Return Credit strategy targets fixed income investment opportunities across an issuer’s capital structure, seeking equity-like returns.
Why Invest in Polen Total Return Credit?
- 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
A High Conviction Approach
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.
Product Profile
| Number of Issuers | 25-45 |
|---|---|
| Style | High Yield |
| Benchmark | None |
Experience in High Yield Investing
Related Perspectives
Podcast: Money Tree Investing Digs into High Yield Markets
Dave Breazzano talks why the perceived risk of credit default is higher when investing in high yield bonds & loans, but the reward can be too
Asset TV Masterclass: Why High Yield, Right Now
Watch Dave Breazzano talk credit markets & unlocking the most compelling yield opportunities seen in years
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.