Polen Capital
4 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 12, 2024 by Dave Brizano · said 4 times in 1 episodes since 2024 · across every show →
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brought up most by Ted Seides (2), Dave Brizano (2)
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2024 4 mentions in 1 episode
Everything said about Polen Capital, oldest first
Sep 12, 2024 negative
Allocators should require credit managers to have pre-2008 market downturn experience
“My advice would be to anybody that's looking to hire a manager is to really put a premium on experience. People that actually have been in the market before 2008. There are a lot of managers out there that tout their experience. I've been in investing for 1015…”
Sep 12, 2024
Agencies routinely rating 6x leveraged companies as CCC creates artificial yield premiums
“But if a company has six times leverage, typically it will be rated triple C by the agencies. It's just The convention , they have an impossible job of trying to put a lot of risk factors in just a handful of buckets. So one is leverage and that triple C ratin…”
Sep 12, 2024
Investment performance alone is insufficient; fund managers must actively market themselves
“As a young person, I thought if you just performed well, did a good job, or had good investment results, people would recognize that and reward you for it, and in reality, you gotta advocate for yourself, and you gotta hire sales and marketing people to get th…”
Sep 12, 2024 neutral
Companies can survive two or three simultaneous challenges, but five is overwhelming
“If there's too many, it can be overwhelming, and it's not a bright line test, but if there are five challenges that you can identify, that's typically too many. A company can maybe handle two or three, four, you're getting there, and then after that, it's just…”