Investment Strategies › Leveraged Credit Franchise › U.S. High Yield BB-B Strategy
Leveraged Credit · Credit

U.S. High Yield BB-B

High Yield Bonds

Our Polen U.S. High Yield BB-B strategy targets the higher rated segment of the U.S. high yield universe. The strategy seeks to generate outperformance primarily through security selection.

Strategy snapshot
Franchise Leveraged Credit
Benchmark ICE BofA US Cash Pay High Yield Constrained (BB-B)
Number of Holdings 60–120
Vehicles SMA

Why U.S. High Yield BB-B?

 

A high conviction, concentrated portfolio focused on the liquid and higher rated segment of the U.S. high yield universe.

 

A high active share portfolio that seeks to generate alpha through bottom-up security selection, not top-down macro calls.

 

Sustainability characteristics: certain accounts integrate various exclusions and maintain carbon footprint limitations.

Portfolio Management

Roman Rjanikov
Portfolio Manager

Available Vehicles

SMA

Ready to invest in U.S. High Yield BB-B?

Connect with our distribution team to learn more about the strategy, review current availability, or request access to fund materials.

Important Disclosures

Polen Capital Management, LLC is an independent registered investment advisor.

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