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David Breazzano
Head of the Credit Team at Polen Capital, overseeing a significant portion of the firm’s assets. He has extensive experience in high-yield investing.
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Sep 12, 2024
• 54min
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
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Dave Breazzano, Head of the Credit Team at Polen Capital, brings over 40 years of experience in high-yield investing. He shares the fascinating evolution of the high-yield market since the 1980s. Dave demystifies common myths about high-yield bonds, revealing lower default rates and valuable strategies for resilient investments. He discusses the impact of rising interest rates on private credit and the importance of adaptability in changing markets. Personal experiences in history and travel also shape his unique perspective on risk in finance.
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