Polen Capital

ACG Boston Announces Gus Phelps, Polen Capital, as Chapter President, Mike Alberts, Cohere Capital, as Chapter Vice President, and New Executive Director of ACG Boston, Emily Silva: https://lnkd.in/ec7iQU6M

CLO Portfolio Manager Rick Richert will speak on "Structured finance: An alternative in the alternative space" at SuperReturn Asia on September 24th. Learn more about the event here: https://bit.ly/48fa4N5

CEO Stan C. Moss recently sat down with Portfolio Adviser Advisor to discuss Polen’s acquisition of Somerset Capital Management earlier this year. The acquisition was a major milestone in our ongoing effort to increase our UCITS and UK-domiciled investment offerings. Read the full interview here: https://bit.ly/3T4P5Gx

Upcoming maturity walls threaten the stability of high-yield investments, especially the lower-rated cohort. Should investors be concerned? Watch now: https://bit.ly/4djOSaj

This year the stock market has been swayed by many non-fundamental factors - the outlook for interest rates and inflation, Artificial intelligence, wars and now the US election in November. But is it worth considering the political environment when you are investing, particularly in a developed market? According to our Partner Polen Capital, it pays to keep a cool head during these times. "Political sentiments often cloud judgment leading to suboptimal decisions, says Rayna Lesser Hannaway, CFA from Polen Capital. "I believe it’s essential to remain long-term focused and avoid making investment decisions based on predictions about which party will win, or attempting to time the market around political events. "By focusing on company fundamentals instead of political impacts, we believe we can make more informed decisions, ultimately leading to better long-term financial outcomes." Read more here: https://lnkd.in/ddxg3CNd

In an environment where higher base rates have created attractive yield opportunities and investors can access an array of fixed-income options with appealing risk-return profiles, it seems diversification should be simpler. See Dave Breazzano, Head of the Polen Credit Team, speak on approaches to credit diversification at Pensions & Investments Fixed Income & Credit Event on 9/24 in Chicago. Register now: https://bit.ly/3Yz5kiH

Going to SuperReturn Asia? Come see us in Singapore September 24-27. https://bit.ly/48fa4N5

How are Polen portfolio managers thinking about the 2024 US Presidential election amid market volatility and global uncertainty? Discover insights from our team and the importance of their long-term approach through many market cycles. https://bit.ly/3yHpIE4

What makes Polen’s approach to client outcomes unique? CEO Stan C. Moss talks with Portfolio Advisor about how we like to think about returns from an absolute perspective, over longer periods of time, rather than focusing solely on outperforming the index. Read more about our way of thinking: https://bit.ly/3T4P5Gx

This summer our London interns ran a campaign to collect donations and raise awareness for the London office’s charity partner of the year, Hestia Charity. Hestia supports over 19,000 adults and children who have endured domestic abuse, modern slavery, or mental health crises. The focus of our intern charity project was to put together welcome bags for one of Hestia’s mental health crisis refuges, often with nothing but a hospital gown on their back. Our London interns packed 30 welcome bags of clothes, toiletries, games and non-perishable food, as well as over 10 huge bags of clothing donations for delivering them to the local refuge. https://bit.ly/46rNUqm