Investment Franchises
Four franchises. One platform.
Polen Capital is organized around four autonomous investment franchises, each with its own team, philosophy, and process. What unites them is a shared commitment to high-conviction, quality-first investing — and the institutional infrastructure of a single global platform.
As of September 30, 2026
5Perspectives Growth
Growth equity across the capitalization spectrum, powered by a differentiated multi-discipline framework that integrates fundamental, thematic, technical, macro, and behavioral perspectives into every investment decision. Led by Drew Cupps and team with 25+ years of experience.
International Equity
Emerging and frontier market equity specialists with deep on-the-ground expertise in Asia-Pacific. The team joined Polen from Columbia Threadneedle (LGM Investments) in 2023, bringing decades of experience investing across the developing world from offices in Hong Kong and London.
Quality Growth
Polen's founding franchise. Concentrated portfolios of 15–25 competitively advantaged businesses with sustainable, above-average earnings growth. A buy-and-hold approach with low turnover, applied across U.S., international, and global mandates.
The platform
What unites our franchises.
Each franchise operates with full investment autonomy — its own team, process, philosophy, and culture. What they share is the institutional infrastructure, technology, compliance, and distribution of a single global platform.
This model allows each team to focus entirely on investing, while benefiting from scale, shared services, and a culture of ownership that aligns everyone's interests with those of our clients.
See all strategies across our franchises.
Find the right investment approach for your clients or portfolio.