At Polen Capital our mission is to preserve and grow client assets to protect their present and enable their future. We do this by offering clients growth and income solutions to meet their investment objectives.
One of those solutions exists through the US High Yield asset class and a range of solutions we offer, which are also designed to be customized according to a client’s risk/reward tolerance, their regulatory requirements and responsible investment beliefs. The US High Yield segment of the market is one that is often misunderstood and undervalued. During this presentation, we aim to convince you that if you have an exposure to equities, then you should have an exposure to US High Yield, as well as the myth surrounding US HY versus Investment Grade (and defaults) as well as the role ESG can play in a US HY allocation. Polen Capital US High Yield is a differentiated, long-term focused, buy-and-hold income-oriented solution that provides clients with durable compounding.
Our High Yield team’s investment leadership has worked together for more than 15 years, navigating client portfolios through several cycles.
The team aims to construct portfolios with a yield advantage relative to the broader high yield market and harvest that advantage while minimizing credit losses.
Polen focuses its research on the most inefficient areas of the High Yield market, which are underfollowed by our competitors and underappreciated by investors.
Our key differentiators are Flexibility, Loan-to-value analysis, Legal analysis, and Concentration. This leads to us taking a business owners approach to identifying companies, protecting our clients’ capital and providing a repeatable process that leads to long-term results within a very strong ESG frame-work.
Polen Capital is an independently owned, employee-controlled global investment management firm advising approximately $55.32 billion in assets as of December 31, 2022. We focus our efforts on delivering sustainable high value-added investment outcomes to a wide range of institutional and individual clients around the world.
Since 1989, we have been committed to attracting, developing, and retaining exceptional professionals who are aligned with our goal of preserving and growing our clients’ assets to protect their present and enable their future.
Polen Capital has four autonomous investment franchises. The Large Company Growth Team manages three large company strategies: Focus Growth, Global Growth, and International Growth. The Small Company Growth Team manages four small company strategies: U.S. Small Company Growth, U.S. SMID Company Growth, Global SMID Company Growth, and International Small Company Growth. The Emerging Markets Growth Team manages two strategies: Global Emerging Markets Growth and Global Emerging Markets ex-China Growth strategies. The U.S. High Yield Team offers four fixed income investment strategies: U.S. Opportunistic High Yield, Total Return Credit, Upper Tier U.S. High Yield and Bank Loans.
We have been recognized by Pensions & Investments as one of the industry’s “Best Places to Work” each year since 2016 (2016 – 2022).
Roman joined Polen Capital Credit in 2007. Roman is co-portfolio manager of the Polen Credit Upper-Tier U.S. High Yield strategy. Prior to joining Polen Capital Credit, Roman spent four years as an Equity Research Analyst at MFS Investment Management where he covered a variety of industries, with a focus on U.S. companies. Prior to that, Roman served as a Senior Financial Analyst at Hewlett-Packard Company, where he spent six years in several office locations across the U.S., Switzerland, and Russia. Roman received an M. Sc. in Finance and Accounting from Plekhanov Russian University of Economics and an M.B.A. (with distinction) from Harvard Business School.
Senior Relationship Manager
mhensher@polencapital.com
+1 781 283 8534
Relationship Manager
eday@polencapital.com
+44 20 3984 5128
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