Investment Strategies › Leveraged Credit Franchise › U.S. Opportunistic High Yield Strategy
Leveraged Credit · Credit

U.S. Opportunistic High Yield

High Yield Bonds

The U.S. Opportunistic High Yield strategy seeks to generate overall total return through a high level of current income and long-term capital appreciation. The strategy applies a conviction-driven approach designed to exploit structural inefficiencies in the high yield market by identifying mispriced credits that offer compelling yields with an embedded margin of safety.

Strategy snapshot
Franchise Leveraged Credit
Benchmark ICE BofA U.S. High Yield Index
Number of Issuers 50–90 issuers
Vehicles ETF Mutual Fund SMA

Why invest in U.S. Opportunistic High Yield?

U.S. high yield strategy with a deep commitment to 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

Portfolio Management

Ben Santonelli
Ben Santonelli
Portfolio Manager
John Sherman
Portfolio Manager

Available Vehicles

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Important Disclosures

Polen Capital Credit, LLC, a wholly-owned subsidiary of Polen Capital Management, LLC, is an investment adviser registered with the SEC.

The ICE BofA U.S. High Yield Index is a broad unmanaged high yield index that consists primarily of bonds and notes rated BB or lower. The index does not include any private (non-144A) obligations, convertible bonds, and preferred and common equity. The volatility and other material characteristics of the indices referenced may be materially different from the performance achieved. Holdings of portfolios pursuing the strategy may be materially different from those within the index. Indices are unmanaged. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees, or taxes.

Notice to Hong Kong Investors: In Hong Kong, this content is only being made available to persons falling within the “Professional Investors” category defined in the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission (SFC). By entering this site, you confirm that you fall within the Professional Investors category and you are accessing the website on your own initiative without any solicitation to do so by Polen Capital HK Limited or one of the funds described herein (each, a “Fund”) and that no law or regulation prohibits you from accessing the information on this website. The Fund is not authorized by the SFC and is not publicly offered to all investors in Hong Kong.

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