Greg Moro, Alternative Credit Sales Associate at Polen Capital, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how Polen’s approach to credit investing helps advisors build income and diversification into their client portfolios.
Polen Capital is a fundamentals-driven investment manager with over 25 years of experience in credit investing. Unlike traditional rating agencies, the firm focuses on identifying misunderstood and mispriced credit opportunities through deep, bottom-up research. Its portfolios are highly concentrated and designed to deliver a yield advantage that compounds over time. To further protect investors, Polen employs in-house legal counsel to scrutinize every credit agreement and covenant.
Moro emphasized the importance of flexibility in today’s environment, with Polen’s alternative credit platform spanning both public and private markets. This opportunistic structure allows the firm to offer solutions that can either generate steady income or serve as low-correlation diversifiers in multi-asset portfolios. For advisors focused on financial planning, Polen can help enhance income generation. For those focused on portfolio construction, the firm offers strategies that may improve diversification beyond traditional stocks and bonds.
Polen offers multiple access points depending on the advisor’s and client’s needs, including actively managed credit ETFs, PCFI and PCHI, and a semi-liquid interval fund, PCOFX. All strategies are available on major custodial platforms, including Pershing, making it easy for independent advisors to integrate private credit into their practice.
WEBCAST – Unlocking Value: How Polen Capital Exploits Inefficiencies in Leveraged Credit – REGISTER NOW
At Polen Capital, we believe structural inefficiencies in the leveraged credit market can create compelling investment opportunities for active managers.
Join us on Monday, June 23rd for a conversation with senior Polen Capital portfolio managers Dave Breazzano and John Sherman as they discuss:
- The current state of the leveraged credit markets
- How fundamental research and rigorous due diligence can uncover value opportunities
- Polen’s approach to identifying mispriced securities with an embedded margin of safety to build concentrated, yield-advantaged portfolios
Accepted for 1 CFP / IWI / CFA CE Credit