In this presentation I introduced private credit as an emerging asset class for investors seeking reliable income. The Fund’s proven track record of capital preservation even throughout periods of asset price volatility, highlights the key role private credit can play in an investor’s portfolio. 

Small and Medium Enterprises (SMEs) have long been neglected by the banking sector in Australia. The amount of data required to assess the credit, application processing time and associated costs of processing has meant that the banks have pushed SMEs towards real estate backed loans. This does not suit the SMEs in many cases.

Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manages $80 billion in assets. The Inside Investor recently met with Simon Gregory and Paul Williams from the Polen Capital investment team to discuss the “Polen style” of investing.