Polen Capital Clo Management, LLC

Fee-Only (% of Portfolio)

Polen Capital CLO Management manages collateralized loan obligation (CLO) securities. They act as collateral manager to issuers of CLOs and may advise private funds that invest in CLOs. Polen CLO Management's primary investment objective is to provide attractive risk-adjusted returns and preserve capital in all market conditions. They focus on liquid investment opportunities, primarily corporate senior secured bank loans and bonds.

Assets Under Management$160M
Clients1
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Polen Capital CLO Management does not directly manage investments for individual investors. They manage assets for CLOs, which are generally only available to institutional investors. The fees and expenses are described in the CLO's governing documents.

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Polen Capital Clo Management, LLC | TrueAdvisor