Second CLO Underscores Continued Expansion of Polen’s Credit Platform

Polen Capital Management (“Polen”), a global investment management firm specializing in growth equity and credit, today announced the closing of its second collateralized loan obligation (“CLO”) of the year. Polen Capital CLO 2025-2, Ltd., a $408.45 million CLO that is secured primarily by a pool of broadly syndicated first-lien loans, represents the next step in the firm’s ongoing expansion of its credit and structured finance capabilities. The firm closed its first CLO in March 2025.

Polen, which has nearly 30 years of credit expertise, specializes in the leveraged credit markets, including high yield bonds, syndicated bank loans, private credit, and other special situations. The CLO team is led by Jim Stehli, Lead for Capital Markets and Structured Credit; Rick Richert, Co-Portfolio Manager; and Roman Rjanikov, Co-Portfolio Manager. Consistent with Polen’s overarching investment philosophy, the CLO strategy focuses on mitigating risk, actively building par, and minimizing volatility to deliver value for investors.

“We are off to a strong start in building a world-class CLO franchise,” said Rick Richert. “We are thoughtfully constructing each deal with extreme selectivity—for example, we have been deliberate in avoiding any exposure to First Brands—as we aim to deliver one of the tightest variances to our expected returns across the CLO manager landscape.”

“Closing our second CLO in 2025 marks a significant milestone in the expansion of Polen’s credit platform,” said David Breazzano, Head of Credit at Polen. “This achievement positions us to capitalize on new opportunities and meet evolving investor needs in a dynamic market environment.”

“Today’s news further demonstrates the momentum of our platform and serves as a springboard for what is to come,” said Jim Stehli. “We are committed to providing investors with compelling opportunities to access diversified, actively managed loan portfolios offering attractive risk-adjusted return potential.”

Polen Capital CLO 2025-2, Ltd. is managed by Polen Capital CLO Management, LLC, a registered investment adviser and subsidiary of Polen.

BofA Securities, Inc. served as placement agent and structuring agent.

About Polen Capital

Polen Capital is a global investment management firm specializing in growth equity and credit strategies. Founded in 1979, the firm manages approximately $48 billion in assets (as of September 30, 2025) for institutions, financial advisors, and individual investors. With offices in Boca Raton, Boston, Chicago, London, Hong Kong, and Abu Dhabi, Polen Capital delivers high-conviction, actively managed portfolios designed for long-term results. The firm operates through four autonomous investment teams: Quality Growth, 5Perspectives Growth, Global Emerging Markets, and Leveraged Credit, and offers strategies across equity and credit markets. Polen Capital is committed to preserving and growing clients’ assets while fostering a culture of integrity, collaboration, and innovation. For more information, visit www.polencapital.com or follow us on LinkedIn.

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