The Ledger, every show

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CAPITAL ALLOCATORS Assertion Supported

High-yield default losses average around 2% after historical 40% recoveries

“And in fact, the recovery rate is in the forties. So if you look at a default rate of three, four percent, and if you get close to half your money back afterwards, your loss is like two percent.”

Dave Brizano Sep 12, 2024 ▶ 10:14 David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)

CAPITAL ALLOCATORS Assertion Supported

Well over 95% of high-yield bond market returns come from yield

“So when one factors all that together, you observe that well north of 95% of the return profile in the high yield market is the yield.”

Dave Brizano Sep 12, 2024 ▶ 11:47 David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)

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The Ledger, every show

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