Polen Capital

Last week CLO Platform Co-Lead Jim Stehli joined members of Opal Group at the CLO Summit 2024 in Dana Point, CA, sharing his insights on how to launch a CLO platform workshop. #CLO #Finance

As 2024 draws to a close, our CEO Stan C. Moss reflects on this historic year in his annual letter and highlights our key objectives for 2025, including maintaining our disciplined approach, navigating a complex credit environment, expanding our global platform, and continuing to adapt to our clients’ needs. Read the full letter here: https://bit.ly/49wZjqm

We are pleased to announce that Pensions & Investments has recognized Polen Capital as one of the “Best Places to Work in Money Management” for the ninth consecutive year. Employees lauded our exceptional culture, respect for individuals, and commitment to employee growth as key factors to building a positive and inclusive work environment. Read the full announcement here: https://bit.ly/3Vq9ya6 As of December 9, 2024. The Best Places to Work Award is managed by Best Companies Group (BCG). There is no cost to participate. BCG is compensated by Polen Capital for advertising and licensing fees.

This week our Head of Credit Team Dave Breazzano joined other credit industry thought leaders at the Texas LP Summit in Fort Worth, TX . There he shared his thoughts and expertise on private credit in a lively panel titled “Is the Embrace of Private Credit and Private Debt Markets Sustainable?”.

At Polen Capital, we believe high-quality small caps have what it takes to emerge even stronger from a challenging environment. Learn how agile small cap companies thrive amid uncertainty and how our Flywheel Framework helps identify what we consider high-quality businesses with durable growth potential in today's evolving market landscape. Small Caps: Resilience & Agility Amid Uncertainty https://bit.ly/3D2tmd6

Our CEO Stan C. Moss was chosen by Bloomberg Pursuits to highlight what he's reading as part of their Top Business Leaders Pick the Year’s 49 Best Books list. Read which book Stan selected and hear his thoughts on the importance of not letting fear govern our lives or our decisions. https://bloom.bg/3OR4hox

Polen Capital would like to wish you all a very Happy Thanksgiving. Recently, Polen employees made a positive impact in our community by participating in the Boca Helping Hands Thanksgiving Box Brigade program. Our Volunteers filled 50 bags with all the essential ingredients needed to prepare a traditional holiday meal.

Polen Capital employees partnered with Stone House to sponsor their annual Thanksgiving Dinner at their Roxbury facility on November 20. For over 50 years, Stone House has supported Boston families affected by domestic violence. This remarkable organization provides a secure environment like a traditional "stone house," along with residential and community-based programs. They focus on trauma recovery, personal growth, and developing essential life skills for their clients. Fourteen dedicated members of Team Polen from the Waltham and Boston offices volunteered at the event, serving a traditional Thanksgiving dinner to nearly 100 Stone House clients.

Will the advantages many investors see in private credit continue, or is this going to become a world of too much money chasing too few deals? Our very own Head of Credit Team Dave Breazzano joins other industry thought leaders for a panel titled “Is the Embrace of Private Credit and Private Debt Markets Sustainable?”. Come hear him discuss these insights as well as Polen’s approach to private credit at the Texas LP Summit in Fort Worth, TX on December 4.

While private credit may have been one of the fastest-growing asset classes over the last 25 years, should asset management professionals view this expansion with some caution? Portfolio Manager John Sherman shares his thoughts with PWM on the private credit industry's recent interest in AI. https://bit.ly/3O93wGG