- Polen U.S. Opportunistic High Yield – 2Q 2026 Portfolio Manager Commentary Polen Capital retained Baffinland notes through its Canadian creditor-protection process and held RealTruck’s new second-lien notes following its liability-management exchange. The portfolio purchased Meridian Arc’s secured notes for contracted, Google-backed data-center cash flows and exited Oldcastle BuildingEnvelope after a negotiated sponsor transaction. Q2 2026 +2.0% —
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