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Kate Austin

Research Analyst at Polen Capital Management LLC

Boston, MA , United States

About

Kate Austin is a Senior Research Associate on the Credit team at Polen Capital Management LLC, based in the Greater Boston area. In her current role, she is primarily responsible for conducting fundamental credit research and supporting investment decisions across leveraged credit, with a focus on high-yield bonds and Collateralized Loan Obligations (CLOs). Her research emphasizes rigorous due diligence and downside protection, contributing to concentrated, high-conviction credit portfolios targeting attractive risk-adjusted returns.

Kate’s sector and asset class expertise centers on leveraged credit markets, including both the US and European high-yield segments as well as specialized CLO strategies. She supports Polen Capital’s disciplined bottom-up investment process, evaluating aspects such as issuers’ competitive moats, growth prospects, capital structures, and balance sheets within public and private credit markets.

Before joining Polen Capital in 2022, Kate was a Senior Analyst at SCS Financial, gaining diverse experience in credit and investment research. She holds an M.B.A. and an M.S. in Finance from Boston College, and a B.F.A. in Dance Performance from Butler University, bringing nearly a decade of industry experience to her role at Polen Capital.

Career History

OrganizationRoleDate RangeDetails
Polen Capital ManagementResearch AnalystJun 2022 to Present
SCS FinancialSenior AnalystOct 2020 to Jul 2022
Adviser InvestmentsEquity Research AnalystMay 2018 to Oct 2020
Wells Fargo AdvisorsFinancial Advisor - The Grinnell Souza Group of Wells Fargo AdvisorsJul 2016 to May 2018
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC.
Credit SuisseMBA Summer AssociateJun 2015 to Aug 2015

Education

Boston College

Master of Business Administration, Corporate Finance

2014 2016

Butler University

Bachelor of Fine Arts, Dance Performance

2007 2011

Others at Polen Capital Management LLC (15)

NameRoleLocation
Christopher Ballard
Christopher Ballard
Research AnalystBoston, MA , United States
Karl Dasher
Karl Dasher
PresidentAtlanta, GA , United States
Mark Wegner
Mark Wegner
Research AnalystBoston, MA , United States
Michael Graham
Michael Graham
Research AnalystBoston, MA , United States
Rick Richert
Rick Richert
Co-Lead CLOs, Portfolio ManagerNew York, NY , United States
B
Benjamin Santonelli
Portfolio ManagerWaltham, MA , United States
B
Bryan Power
Portfolio Manager, Director of Research and AnalystBoca Raton, FL , United States
Carolyn Chan
Carolyn Chan
Portfolio ManagerLondon, United Kingdom
K
Kavi Sud
Research AnalystBoston, MA , United States
Kevin Chee
Kevin Chee
Portfolio Manager and AnalystHong Kong
Showing 1-10 of 15 team members

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