David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)

Capital Allocators – Inside the Institutional Investment Industry

Sisällön tarjoaa Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since.

Our conversation covers some history of the high-yield market alongside Dave’s involvement in it, the founding of his firm in 1996, Polen’s strategy to take advantage of myths in the market, the implementation of the strategy, and Dave’s thoughts on the changing interest rate environment, private credit, and opportunities and risks going forward. In our complex world of investing, I suspect you’ll find elegance in the simplicity and clarity with which Dave approaches investing.

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