High Yield Evolution
David shares his journey from Fidelity to launching his own investment firm, highlighting the transformation of the high yield market in the 1990s. He discusses the challenges of managing larger assets and the opportunities he identified in the mid and small cap space, particularly the potential within the CCC universe. This insight into market dynamics and strategic thinking reveals the entrepreneurial spirit that drives successful investment management.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
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