Polen Bank Loan SMA
The Polen Bank Loan separately managed account seeks to outperform a broad-based U.S. leveraged loan index over a full credit cycle while experiencing realized credit losses at or below market level. The SMA structure offers direct ownership, customization flexibility, and potential tax-loss harvesting benefits.
Experience in leveraged credit investing.
Composite returns.
Past performance is not indicative of future results. Performance is calculated after transaction costs and commissions, includes reinvested income, and is shown gross and net of fees. Periods over one year are annualized. The Bank Loan Composite was closed on February 29, 2019, and reopened on November 30, 2021; since-inception returns begin on the reopening date. Benchmark data source: BNY. Preliminary assets as of 06-30-2026.
Top Ten Issuers
% of Representative Account
Holdings are subject to change. The top holdings are as of the period indicated and should not be considered a recommendation to purchase, hold, or sell any particular security.
As of 06-30-2026.
Strategy materials.
Invest in Bank Loan.
Speak with our team to learn more about the SMA or other vehicle options.
Polen Capital claims compliance with the Global Investment Performance Standards (GIPS). GIPS® is a registered trademark of CFA Institute.
All performance is calculated in U.S. Dollars. Past performance is not indicative of future results. Returns are presented gross and net of management fees, after transaction costs and commissions, and include reinvested income. The Bank Loan Composite was closed on February 29, 2019, and reopened on November 30, 2021. Since-inception composite and index returns shown here begin at the reopening. Please review the accompanying GIPS Composite Report for the complete performance record and methodology.
The Morningstar LSTA US Leveraged Loan Index is designed to measure the performance of the U.S. leveraged loan market and is the strategy benchmark. It is impossible to invest directly in an index.
Issuer weights and allocations represent a selected account as of the date shown, may change, and are not recommendations to buy or sell any security.