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About
Michael Graham, CFA, is a Research Analyst at Polen Capital Credit LLC, part of Polen Capital Management, based in Boston, MA. He plays a key role on the firm's Leveraged Credit team, where he contributes to the investment process through in-depth fundamental research and discerning credit analysis, supporting concentrated, value-oriented fixed income portfolios focused on risk-adjusted returns.
Graham specializes in fixed income securities, with particular expertise in the high yield and leveraged credit markets. His coverage has included sectors such as telecom, media, and technology, drawing on his background as an Investment Banking Analyst at Macquarie Capital, where he spent two years focused on these industries prior to joining DDJ Capital (which was later acquired by Polen Capital) in 2014.
Holding a B.A. in Mathematics and Economics (summa cum laude) from Middlebury College and the CFA charter, Graham has over 11 years of industry experience. His rigorous analytical approach and sector experience have supported Polen Capital Credit’s reputation for disciplined credit selection and downside risk management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Polen Capital | Research Analyst | Feb 2022 to Present | — |
| DDJ Capital Management | Senior Research Analyst - Healthcare | Sep 2014 to Present | — |
| Macquarie Group | Investment Banking Analyst | Nov 2011 to Sep 2014 | — |
| Citi | Investment Banking Summer Analyst | May 2011 to Aug 2011 | — |
Education
Middlebury College
BS and BA, BS in Mathematics, BA in Economics
2008 — 2012
Skills & Expertise
Others at Polen Capital Management LLC (15)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Boston, MA , United States | |
| President | Atlanta, GA , United States | |
| Research Analyst | Boston, MA , United States | |
| Co-Lead CLOs, Portfolio Manager | New York, NY , United States | |
B Benjamin Santonelli | Portfolio Manager | Waltham, MA , United States |
B Bryan Power | Portfolio Manager, Director of Research and Analyst | Boca Raton, FL , United States |
| Portfolio Manager | London, United Kingdom | |
K Kate Austin | Research Analyst | Boston, MA , United States |
K Kavi Sud | Research Analyst | Boston, MA , United States |
| Portfolio Manager and Analyst | Hong Kong |
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