Polen Capital

Last week we had the great honor of fulfilling another wish in partnership with Make-A-Wish® Southern Florida foundation. Our 2025 Wish Celebration was a heartwarming reminder of how we can make a positive impact in our community. Thank you to the Polen team members who went above and beyond to make the day special!

As part of the Polen Roundtable Series, members of the Polen Credit Investment Team recently visited Abu Dhabi and Dubai, sharing their insights with investors and discussing what we might expect from the credit markets in the coming year. A sincere thank you to all those who were able to attend.

During the recent iConnections' Global Alts Miami 2025, our CLO Portfolio Manager Rick Richert spoke with Jill Malandrino of Nasdaq TradeTalks about creating solutions for investors looking for exposure to CLOs. Listen to Rick's insights at the link below. https://bit.ly/4hQejCr... For important social media disclaimers please visit: https://bit.ly/4ff9an8

In partnership with iM Global Partner, Polen Capital hosted its Roundtable Series in Frankfurt, Zurich, and Vienna. The Polen Credit Investment Team shared key insights into the past year's impact on credit markets and explored trends shaping 2025 and beyond. We are grateful to those who joined us. Your participation made these events both insightful and impactful.

Connecting at iConnection Global Alts Miami 2025: Last week we had the opportunity to attend the Global Alts Miami 2025 hosted by iConnections & Managed Funds Association. This event brought together over 1,300 allocators as well as 150+ speakers for a remarkable gathering of the alternative investment community. In keeping with this year’s “Meet the Future” theme, we were thrilled to have Rick Richert speak on a panel moderated by the CEO of Delta Air Lines discussing market volatility and investment outlook. Rick also had the chance to meet with numerous allocators to discuss Polen Capital’s Alternative Credit Platform and CLO Equity. Thank you to all the investors who made time to connect with us.

In partnership with iM Global Partner, last week Polen Capital was proud to host its Roundtable Series in Frankfurt, Zurich, and Vienna. The Polen Credit Investment Team shared their experience and insights, reflecting on events from the past twelve months that helped shape the credit markets as well as looking forward to what we might expect in 2025 and beyond.

Over the past two years, we've seen an AI infrastructure "arms race,” where spending on power was prioritized over efficiency. Many assumed that as AI models become more advanced, more GPUs would be required. This week’s market reactions have called this assumption into question. Read our Thought Capital piece from last year explaining why, although the long-term market potential is immense, we believe the direction—and pace—of AI's evolution is clouded by uncertainties. https://bit.ly/40yXh4Z

We are pleased to announce that Polen Capital is partnering with Parametric Portfolio Associates LLC (Parametric), part of Morgan Stanley Investment Management (MSIM), today for their Custom Active solution, a tax optimization capability for asset managers. Read their announcement to learn more about Custom Active and our partnership. https://bwnews.pr/40Ct317

Our very own Rick Richert will be speaking at iConnections Global Alts Miami on January 28 in a panel titled "Taking Full Credit: Can Market Volatility Continue to Drive Return?" Come here his insights on navigating the CLO landscape in 2025. https://bit.ly/3Phwh4N

Our experienced credit specialists take a collaborative approach to investment strategy and security selection, focusing on fundamental research and discerning analysis. Come meet our credit team and get to know our investment philosophy. https://bit.ly/4fOYmuX