• Investment Philosophy

    We believe that non-investment grade, mid-market capitalization companies exist in an inefficient area of the market that is often overlooked by market participants. Such companies provide Polen Capital Credit with a fertile source of investment opportunities. Polen Capital Credit believes that certain segments of the high yield and leveraged loan markets, namely lower rated securities (B rated or below) and securities issued by middle-market companies, are often misunderstood and/or overlooked by many investors and therefore are markedly inefficient. Learn More
  • Research Process

    Fundamental analysis is the cornerstone of the Polen Capital Credit investment process, which itself is designed to generate compelling risk/return investment ideas appropriate for each of our investment strategies. As a bottom-up investment manager, Polen Capital Credit conducts extensive fundamental research and due diligence with respect to each investment opportunity with a goal to identify those companies that have a solid core business, a "reason to exist," and generate sufficient free cash flow to service their fixed income debt obligations. Learn More