23: Polen Capital's Differentiated Approach to Equity and Credit Investing - With Stan Moss, CEO of Polen Capital
Update: 2025-07-11
Description
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.
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