Leveraged Credit: Misperceptions, Opportunities and Outlook – Polen Capital – 10.14.24

Overview:
Title: Leveraged Credit: Misperceptions, Opportunities and Outlook
Date: Monday, October 14, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

At Polen Capital, we believe leveraged credit market inefficiencies create compelling investment opportunities. Join us Monday, October 14th at 1:00 PM (ET) when Dave Breazzano, Ben Santonelli, and John Sherman of the Polen Capital Credit Team share their insights into the following topics:

  • What we have learned in 2024
  • What we anticipate in 2025
  • Common misperceptions in leveraged credit

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Dave Breazzano Dave Breazzano Head of Team, Portfolio Manager Polen Capital

David is Head of Team for Credit at Polen Capital, where he serves as co-Portfolio Manager of the U.S. Opportunistic High Yield and U.S. High Yield strategies. In 1996, David co-founded DDJ Capital, where he built the boutique firm into a premier credit manager focused on high yield and special situation investing. In 2022, Polen Capital acquired DDJ Capital, which launched the firm’s Credit capabilities. Previously, David was Vice President and Portfolio Manager at Fidelity Investments in the High Income group, where he directed the investment management of high yield and distressed assets. Prior to that, David spent five years at T. Rowe Price as a high yield analyst and portfolio manager. David earned his B.A. in political science and economics from Union College and an M.B.A. from Cornell University. David serves on the Boards of Trustees of Union College and Cornell University.
Ben Santonelli Ben Santonelli Portfolio Manager Polen Capital

Ben is lead Portfolio Manager of Polen Capital’s Credit Opportunities strategy, co-Portfolio Manager of the U.S. Opportunistic High Yield, and assistant Portfolio Manager of the Bank Loan strategy. Ben’s career began at DDJ Capital in 2004, which was subsequently acquired by Polen Capital in 2022. Ben received a B.A. in History from Amherst College and serves as a member of the board of directors of a Polen Capital portfolio company.
John Sherman John Sherman Portfolio Manager Polen Capital

John is lead Portfolio Manager of Polen Capital’s Bank Loan strategy, co-Portfolio Manager of the U.S. Opportunistic High Yield strategy, and assistant Portfolio Manager of the Credit Opportunities strategy. John originally joined DDJ Capital in 2007, which was subsequently acquired by Polen Capital in 2022. Prior to 2007, John was an Associate in the Healthcare Group at Thoma Cressey Equity Partners, focusing on private equity investments in middle-market companies. Prior to that, John spent two years in the Investment Banking Division of Citigroup as an Analyst for the Global Healthcare Group. John serves on the Board of Directors of a Polen Capital portfolio company. John received a B.B.A. in Finance (magna cum laude) from the University of Notre Dame.
This content is being provided for informational purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of October 2024 and may involve a number of assumptions and estimates which are not guaranteed and are subject to change without notice. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness or accuracy. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. The views and strategies described may not be suitable for all clients. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. This disclosure does not identify all the risks (direct or indirect) or other considerations which might be material when entering a financial transaction. Past performance is not indicative of future results.