Polen Capital is a US investment management organization, founded in 1979, which has a growing global footprint driven by its specialisation in concentrated equity portfolios and high yield credit strategies.  

Stan explains their equity approach, high return on capital and lower volatility. Equally he discusses why they view “credit as different to the agencies” and the opportunities their approach delivers in terms of “yield advantage”.  

He discusses the evolution of the business and its route to managing circa. $60bn today. He then describes the investment in building a lasting culture, their geographic expansion of offices to London, Singapore and Abu Dhabi, and how these fit into their ambitions and growth plans.  

Finally, he discusses recently attracting the European hi-yield team from Aberdeen Investments, the purchase of Somerset Capital and Hong Kong based Income Partners, and strategic goal of pursuing both organic growth and growth by acquisition.   

*Please note that at 21:58, Stan misspeaks when discussing basis points. Where he says "1,500" he means to say "150" basis points. 

Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Polen Capital

--

DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.