Polen Capital

Recently Portfolio Manager John Sherman shared his thoughts with Leveraged Radar on the strength of the US BSL Market.

“Stan Moss, CEO of Polen Capital, commented: ‘Polen Capital has grown from a single investment vehicle managing $3 billion in assets to a multi-strategy firm overseeing $60 billion today. The Middle East, and Abu Dhabi in particular, represents a tremendous opportunity for us. We were especially pleased with how seamless the ADGM process was, and with our new presence there, we’re committed to expanding our footprint and accelerating our next phase of growth while continuing to serve regional investors with outstanding service and deep expertise.’” Read Business Wire’s full story on our securing of Financial Services Permission to operate in the ADGM. https://bwnews.pr/41bgc69

Polen Capital is pleased to announce that we have been granted approval to operate in the ADGM. Receiving Financial Services Permission (FSP) is a milestone that marks the beginning of an exciting new chapter for Polen as we look to strengthen our presence in the Middle East. We’re excited to build lasting relationships in the UAE and look forward to welcoming you to our Abu Dhabi office later this year. Read the full press release below. https://bit.ly/4i4eGcL

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