Polen Capital

We are pleased to announce that Credit Product Strategist Manu George will participate as a speaker at #GlobalAltsAsia24 at Marina Bay Sands, Singapore. We hope to see you November 11-13 for insightful discussions on opportunities in the private credit market. Register now: https://bit.ly/3ZTJDe2 iConnections #AlternativeInvestments #Singapore

When it comes to asset management, consistency matters. Learn why portfolio manager Carolyn Chan says that despite some background adjustments in recent years, the only thing that has changed about the MI Polen Capital Asia Income Fund is its name. Read the full interview by Citywire: https://bit.ly/4ezgut6

It can be challenging to grasp the key drivers and nature of CLO tranche investing. In an upcoming panel discussion with Pensions & Investments, Jim Stehli, Co-Lead of the CLO Platform at Polen, will join peers from PineBridge Investments and Lord Abbett Global to share a forward view on the supply/demand drivers in the CLO market as well as the knock-on effects for investors, indicators to watch, sector performance, and more. Register now for this webinar on 11/12: https://bit.ly/4fgNqqo

Polen CEO Stan C. Moss and Head of Credit Dave Breazzano were featured on a special edition of Credit Crunch live from the Greenwich Economic Forum last month. The conversation dove into Polen's focus on growth, the benefits of a flexible high yield investment approach, leadership through uncertain times, the credit cycle and much more. Listen now: https://bloom.bg/4dU5uW6

"We believe what's going to drive a solid return outcome over time is owning what we think are the right businesses through not only elections but economic environments." Damon Ficklin, Head of Team, Portfolio Manager, Large Company Growth At Polen we aren't in the business of predicting election outcomes. Rather, we focus on building quality portfolios for the long term. Read more: https://bit.ly/3yHpIE4

Dave Breazzano, Head of the Polen Capital Credit Team, recently spoke at the Best Practices Forum hosted by the Canadian Leadership Congress in Boston. Dave shared his insights into the growth of private credit over the past decade, his thoughts on risk within the sector, and what differentiates Polen’s credit investment process from our peers.

How does Polen Capital define a quality stock and what are three of our favorite stocks right now? Hear Focus Growth’s lead Portfolio Manager Dan Davidowitz describe Polen’s investment philosophy and what guardrails we use for choosing quality stocks. https://bit.ly/3XTglcU

We are excited to share that Polen Capital’s Data Operations Manager, Alejandro Claudio, received the Rising Star Award at IMEA's annual celebration last night. The Rising STAR Program recognizes emerging leaders with the potential to drive innovation and shape the future of the investment management industry. Alejandro will join the Rising STAR Council, collaborating with industry peers and IMEA leaders to drive the future of the organization. Congratulations, Alejandro!

Listen to Dave Breazzano, Head of the Polen Capital Credit Team, in a recent Debtwire ION Influencers Fireside Chat as he shares his insights on the evolution of credit markets, the rise of private credit, and the importance of opportunistic investing. https://bit.ly/3TVZMff

Last month our CEO Stan C. Moss was part of a panel at the Financial Times Future of Asset Management conference. The conversation focused on the asset management industry's future leaders and how we can prepare them for the changes to come - including maintaining flexibility, making learning a daily practice, recruiting broad walks of talent, and using AI effectively.