Archive: May, 2022

May 26, 2022

Introducing private credit and the Aura High Yield SME Fund

By Brett Craig

In this presentation I introduced private credit as an emerging asset class for investors seeking reliable income. The Fund’s proven track record of capital preservation even throughout periods of asset price volatility, highlights the key role private credit can play in an investor’s portfolio. 

May 3, 2022

An undiscovered yield opportunity

By Brett Craig

Small and Medium Enterprises (SMEs) have long been neglected by the banking sector in Australia. The amount of data required to assess the credit, application processing time and associated costs of processing has meant that the banks have pushed SMEs towards real estate backed loans. This does not suit the SMEs in many cases.
May 2, 2022

Polen Capital’s new form of ‘value investing’

By Polen Capital

Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manages $80 billion in assets. The Inside Investor recently met with Simon Gregory and Paul Williams from the Polen Capital investment team to discuss the “Polen style” of investing.


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