Polen Capital Expands Active ETF Lineup with Two Credit ETFs

BOCA RATON, Fla.--(BUSINESS WIRE)-- Polen Capital, a global investment management firm specializing in growth equity and credit, is pleased to announce that it is launching two new active credit ETFs: the Polen Floating Rate Income ETF (NYSE: PCFI), available March 24, and the Polen High Income ETF (NYSE: PCHI), available March 25. These ETFs are designed to help investors meet their income, diversification, and growth goals in today's dynamic markets.

Both ETFs will be managed by seasoned investment professionals. John Sherman and Ben Santonelli are the portfolio managers of both ETFs, while David Breazzano is also a portfolio manager of the Polen High Income ETF. They combine decades of experience and expertise in high yield bond and leveraged loan markets, using their deep understanding of market cycles, rigorous research methods, and thoughtful risk management to navigate today’s complex environment.

These ETFs join Polen Capital’s existing active ETF lineup on the New York Stock Exchange (NYSE Arca), which includes four other funds: Polen Capital Global Growth ETF (PCGG), Polen Capital International Growth ETF (PCIG), Polen Capital China Growth ETF (PCCE), and Polen Capital Emerging Markets ex-China Growth ETF (PCEM).

"In an environment of inflationary pressure and an increasingly unpredictable economy, we are excited to expand our suite of investment solutions with these new ETFs, which are thoughtfully built to align with the evolving needs of our clients," said Kevin Dolsen, Chief Operating Officer and Head of Global Distribution at Polen Capital. "By offering PCFI and PCHI – both actively managed ETFs – we believe we can empower investors to diversify their portfolios with strategies designed to compound income and drive long-term value."

The ETF holdings will be made available on the Polen Capital product page dedicated to our ETFs. For further details, please visit our website at https://www.polencapital.com/etfs.

About the Funds

Polen Floating Rate Income ETF (PCFI) aims to deliver a combination of high current income and, secondarily, long-term capital appreciation. It primarily invests in senior secured floating-rate loans, offering a hedge against rising interest rates.

Ticker	PCFI
Asset Class	High Yield
Fund Type	Active ETF
Portfolio Managers	John Sherman & Ben Santonelli
Investment Adviser	Polen Capital Credit, LLC
Fund Services	BNY Mellon Investment Servicing
Distributor	Foreside Funds Distributors
Primary Listing Exchange	NYSE Arca
Gross Expense Ratio	0.59%

Polen High Income ETF (PCHI) offers a more liquid approach to Polen's Opportunistic High Yield strategy. Built for flexibility and accessibility, it’s focused on delivering high income alongside long-term capital growth. With this ETF, Polen employs its time-tested investment process to harvest higher-yielding opportunities within the high yield bond and leveraged loan markets in a risk-controlled manner.

Ticker	PCHI
Asset Class	High Yield
Fund Type	Active ETF
Portfolio Managers	John Sherman, Ben Santonelli, & David Breazzano
Investment Adviser	Polen Capital Credit, LLC
Fund Services	BNY Mellon Investment Servicing
Distributor	Foreside Funds Distributors
Primary Listing Exchange	NYSE Arca
Gross Expense Ratio	0.63%

About Polen Capital

Offering growth equity and credit investment solutions, Polen Capital is a global investment firm managing approximately $60 billion in assets (as of December 31, 2024) for institutions, financial advisors, and individuals seeking high-quality, active, concentrated strategies built for the long term. Polen has four autonomous investment teams, Large Company Growth, Small Company Growth, Emerging Markets Growth, and Credit, with offices in Boca Raton, Fla., Boston, London, Hong Kong and Abu Dhabi. Since 1989, Polen has built a distinctive culture and is committed to being a firm of opportunity, attracting and developing exceptional professionals aligned with its mission of preserving and growing clients’ assets to protect their present and enable their future. The firm has been recognized by Pensions & Investments as one of the industry’s “Best Places to Work” for each of the past nine consecutive years. For more information, visit www.polencapital.com or follow us on LinkedIn.

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Media:

Mark LaVoie

Communications Director

Polen Capital

mlavoie@polencapital.com

Source: Polen Capital