Today’s Talk Your Book is brought to you by Polen Capital:
We are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital’s Credit Opportunities Strategy to discuss investing in high-yield credit.
On today’s show, we discuss:
- How an interval fund works
- How Polen navigated the dramatic rise in interest rates
- Understanding interest rate risk
- What Polen is doing to actively manage the portfolio in today’s environment
- The biggest risk investing in High Yield Bonds
- How Polen values companies
- Polen Capital fee structure
- Thoughts on why spreads have remained tight
- About the Credit Opportunities Interval Fund | Polen Capital
- Credit Opportunities Fund Commentary (PCOFX) | Polen Capital
- Perspectives | Polen Capital
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