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Polen Capital

Research-Driven High Yield Investing Focused on Resilience and Value

Key differentiators:

  • Fundamental, Bottom-Up Approach
  • Concentrated, High-Conviction Portfolio
  • Experienced and Integrated Credit Team
  • ESG Embedded Across the Process

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Polen Capital

Sponsored content – subject to qualification

All sponsored profiles are subject to editorial review and included by invitation, based on institutional relevance and demonstrated demand from allocators.

Research-Driven High Yield Investing Focused on Resilience and Value

Fundamental, Bottom-Up Approach

Applies rigorous credit analysis to uncover mispriced issuers with durable business models and strong fundamentals.

Concentrated, High-Conviction Portfolio

Maintains a focused selection of 70–90 issuers to express conviction while controlling downside risk.

Experienced and Integrated Credit Team

Draws on Polen’s global credit platform, combining decades of leveraged-credit experience and collaborative European expertise.

ESG Embedded Across the Process

Integrates environmental, social, and governance factors into every stage of research and portfolio construction to enhance risk assessment.

Discover the Global Leaders Handbook

2025 Global Leaders Handbook

The global investment environment in 2025 is shaped by historic contrasts: rising geopolitical tension and economic uncertainty sit alongside some of the most transformative innovation and capital expenditure cycles in modern history. While macro risks multiply — from trade fragmentation to interest rate divergence and political volatility — so do the opportunities, notably in AI, infrastructure, and global reindustrialisation.

To support institutional investors navigating this new reality, Global Fund Search presents the 2025 edition of the Global Leaders Handbook. This publication brings together leading managers in listed equity and fixed income, selected based on institutional demand and relevance in current search activity.

Our aim is not to predict the future, but to provide allocators with a structured, comparable view of managers prepared to meet it. In a more uncertain world, discernment matters more than ever.