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

Ben Santonelli
Portfolio Manager, US High Yield
19 years of experience
John Sherman
Portfolio Manager, US High Yield
19 years of experience

Related Perspectives

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.