Polen Capital
Polen US Opportunistic High Yield
US Income
Dec 2025 → Dec 2025
Our archive holds 1 letter from this strategy and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Polen Capital for every strategy.
What it bought and sold
We reduced the Portfolio’s position in Sotera’s 7.375% Senior Notes due 2031 during the quarter, taking advantage of strong price appreciation.
In Q4 2025, we initiated a position in the Portfolio in TeraWulf’s 7.75% First Lien Secured Notes due 2030.
Also held
- RealTruck
- Material Sciences Corporation
- Asurion
- Oldcastle BuildingEnvelope