POLEN CAPITAL CLO MANAGEMENT, LLC

Overview

Polen Capital Clo Management, LLC is organized to manage pooled securitized vehicles, with a clear emphasis on structured credit strategies. The firm acts as an adviser and sponsor/GP for pooled investment vehicles that package and actively manage portfolios of loans and other securitized assets. Its client base is institutional, and the business model pairs a percentage-of-AUM fee schedule with performance-based fees tied to vehicle returns. Investment activity centers on sourcing, underwriting and actively managing collateral for securitized structures. The firm identifies opportunities across the credit spectrum within securitized markets, applying credit selection, tranche-level positioning and active reinvestment or trading of underlying loans and assets. Polen Capital Clo Management, LLC also describes itself as an active ESG investor, which suggests environmental, social and governance factors are integrated into its due diligence and ongoing monitoring of underlying assets. The adviser is registered with the SEC in 2024 and operates as a related adviser and sponsor/manager of pooled vehicles, indicating it fills both portfolio management and organizational roles for the securitized products it runs.

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