Polen Capital

We are pleased to announce the launch of two new active credit ETFs: the Polen Floating Rate Income ETF (PCFI) and the Polen High Income ETF (PCHI). These ETFs are designed to help investors meet their income, diversification, and growth goals in today's complex markets. Seasoned investment professionals John Sherman and Benjamin Santonelli will manage the Polen Floating Rate Income ETF, while the same two individuals along with Dave Breazzano will manage the Polen High Income ETF. Each of these three professionals brings decades of experience investing in the high yield bond and leveraged loan markets together with a deep understanding of market cycles. Read the full press release here: https://bit.ly/4hEhRY7

Meet our CLO team and learn why we believe in-depth credit analysis is essential to building a great CLO franchise.

Pathways to the Future: Polen Perspectives on AI Dan Davidowitz and Stephen Atkins of Polen’s Large Company Growth Team sit down with Zhang Zhang, CFA, Head of AI and Risk Analytics, for a wide-ranging discussion on the technology and investment implications of generative AI. This is the first of three episodes in Polen’s AI-focused miniseries, addressing topics that are top of mind for many investors today. https://bit.ly/4hvEZIl

Roman Rjanikov —co-Portfolio Manager of Polen Capital's U.S. High Yield, ESG Upper Tier and CLO Strategies—will be speaking at the Institutional Investors European Multi-Family Office Symposium on May 7 in London. He will be discussing CLO's and the Credit landscape.

“We set very high hurdles for a company to be included in our portfolio. We have five guard rails that they essentially have to be able to meet… [is] to keep us away from companies that could end up being permanent capital loss to our clients and our portfolio.” Dan Davidowitz lead Portfolio Manager of Focus Growth, recently joined the Orion "Weighing the Risks" podcast to discuss the future of growth equity. You can listen to the podcast at the link below. https://spoti.fi/3DopV12... For important social media disclaimers please visit: https://bit.ly/4ff9an8

Did you catch Enterprise’s recent profile on our Head of Business Development Middle East Omar Sultani, CFA? Read his thoughts on the private credit market, his daily morning routine, and Polen’s recent approval to operate in the ADGM. https://bit.ly/41LdN3s

We’re exhibiting at Blue Vault Alts Summit 2025! Join us as at Booth #54 as we explore the universe of #alternativeinvestments. Learn more and register at https://bit.ly/4bo4sBO

We are pleased to announce the close of our debut collateralized loan obligation (“CLO”). Polen Capital CLO 2025-1, Ltd., a $407.15 million CLO that is secured primarily by a pool of broadly syndicated first-lien loans, represents an important step in our commitment to expanding credit and structured finance offerings to serve a wider range of investors. Read the full press release below. https://bit.ly/4h94qiD

Can Diversification and Concentration Coexist? Watch our latest Beyond Fundamentals video to hear Polen’s credit investment team explain the risks of over-diversification and how we tune out short-term noise. https://bit.ly/3Do5XDz

Recently Portfolio Manager John Sherman shared his thoughts with Leveraged Radar on the strength of the US BSL Market.