Strategy

Polen Credit Opportunities

Managed Account Interval Fund

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

Meet the Credit Team

Recent Portfolio Commentary

Commentary 2 Min

Opportunistic High Yield Commentary
We maintain a constructive view of the high yield bond and leveraged loan markets. Although spreads are tight, the opportunity to uncover relative value remains.
Commentary 2 Min

Emerging Markets Growth Commentary
While short-term share prices may not always reflect business fundamentals, we maintain confidence in the long-term growth prospects of our Portfolio holdings.
Commentary 1 Min

U.S. SMID Company Growth Commentary
While volatility and narrowly defined, crowded trades in the Index have presented short-term challenges for our high-quality, concentrated Portfolio, we believe these dynamics create an excellent environment for stock pickers like us with a long-term, business-owner mindset.

Learn more about our High Yield Strategies.

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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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