Polen Capital

About Polen Capital

Polen Capital is a global asset manager focused on delivering active, high-conviction growth equity and high yield credit strategies. Their mission is to preserve and grow their clients' investments, driven by a commitment to help clients achieve their financial goals and secure futures.

Products & Services

Growth Equity Strategies:Includes strategies like International Growth, Global Growth, Large Company Growth, Small Company Growth, and Emerging Markets Growth, aimed at delivering high-conviction growth equity investments.

Credit Strategies:Includes U.S. Opportunistic High Yield and Leveraged Credit strategies, focusing on high yield credit opportunities for a wide range of clients.

Active ETFs:A suite of actively managed exchange-traded funds designed to provide growth-focused investment options.

CLO Strategy:Collateralized Loan Obligation strategy as part of their credit investment offerings.

Growth Equity Strategies

High Yield Credit Strategies

ETFs

Collateralized Loan Obligations

Bank Loan Strategies

Specialties

Growth Equity High Yield Credit Active ETFs Collateralized Loan Obligations (CLO) Large Company Growth Small Company Growth Emerging Markets Growth Leveraged Credit High-Conviction Investing Active Equity Management Global Emerging Markets Small Cap Growth Quality Growth Investing

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: CLO T: - FT: CLO	A: 408450000 MR: - FA: $408.45 million FAN: 408450000	D: 2025-12-12 FD: 2025-12-12	-
2	RT: CLO T: - FT: CLO	A: 407150000 MR: - FA: 407.15 million FAN: 407150000	D: 2025-03-06 FD: 2025-03-06	-

CLO Latest

2025-12-12

$408.4M

CLO 2025-03-06

$407.1M

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

S

Stan C. Moss

CEO

T

Tom Abbatacola

National Account Manager

S

Stephen Atkins, CFA

Portfolio Manager & Analyst

J

Jessica Bashara

Chief of Staff to CEO & Head of Corporate Development

S

Sameer Bhalla

Director of Research & Analyst

S

Svetlana Bilsky

Senior Client Service Manager

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Recent News

Polen Capital Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised