Growth Equity · Polen Capital

5Perspectives Growth Franchise

Our differentiated approach to investing widens the lens — leveraging multiple analytical perspectives to uncover opportunities. Through seeing growth differently, we may aim to deliver durable long-term results.

View strategies Meet the team

Overview

An Experienced, Process-Driven Team

Our team reflects a culture built on strength and collaboration, dedicated to delivering enduring value for our clients. We aim to identify investment opportunities driven by competitive advantage, thematic shifts, and cyclical trends.

Location: Chicago, IL
Head of Team: Drew Cupps, Portfolio Manager

See More: Three Disciplines

We seek to identify inflection points in a company's earnings power and invest before the market recognizes them. To identify these windows of opportunity, we apply a three-discipline approach — fundamental, thematic, and technical — whereas relying on a single lens often misses the full picture.

Fundamental Analysis

Deep analysis of business quality, earnings power, competitive positioning, and management teams.

Thematic Analysis

Identify secular growth themes — electrification, AI, genomics, aerospace — and the companies best positioned to benefit.

Technical Analysis

Use price and volume patterns to time entries and confirm that the market is beginning to recognize the opportunity.

See More Clearly: Five Perspectives

We believe many investors limit their opportunities by excluding options too early. Our process uses five distinct perspectives to build a balanced view of each investment, allowing the "weight of the evidence" to guide our efforts to reduce opportunity cost.

Competitive Advantage

Earnings Growth Potential

Thematic Tailwinds

Technical Confirmation

Valuation & Risk/Reward

“

We've designed a process that harnesses the power of themes with the discipline of fundamental analysis and the timeliness of technical analysis.

Drew Cupps

Head of Team, Portfolio Manager & Analyst

Portfolio Themes

Notable themes across our portfolios today

Theme

Electrification

Starting with solar in 2005, evolving through wind and EVs. Nuclear gained prominence as AI datacenters turbocharged demand. Electricity supply is likely in short supply worldwide.

Theme

Artificial Intelligence

Perhaps the most transformative general-purpose technology of our lifetimes. Companies powering the AI build-out and integrating it into applications stand to benefit most.

Theme

Genomics

A revolution shaping medicine, agriculture, and environmental science. Personalized treatments, better diagnostics, and enhanced crop yields lie ahead.

The Team

Experienced, aligned, and accountable.

Client Portfolio Manager

Strategies

5Perspectives Growth Strategies

Equity

5Perspectives Small Growth

Strategy Inception 01-Nov-2000

Equity

5Perspectives Small-Mid Growth

Strategy Inception 01-Oct-2005

Equity

5Perspectives Ultra-Small Growth

Strategy Inception 01-Jan-2020

Equity

5Perspectives Growth Opportunities

Strategy Inception 01-Oct-2007

Equity

5Perspectives Large Growth

Inception Date 01-Feb-2010

EXPLORE OUR OTHER INVESTMENT TEAMS

International Equity → Quality Growth → Leveraged Credit →

Polen Capital Management, LLC is an independent registered investment advisor. The information is provided for illustrative purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of the period indicated, may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without update. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness or accuracy. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without update, including any forward-looking estimates or statements which are based on certain expectations and assumptions. The views and strategies described may not be suitable for all clients. This information does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction.

Find out how Polen Capital can go beyond for you.

Learn more about our 5Perspectives growth strategies or connect with our team.

Get in touch → How to invest

5Perspectives Growth Franchise

An Experienced, Process-Driven Team

Start with inclusion, not elimination.

Notable themes across our portfolios today

Experienced, aligned, and accountable.

5Perspectives Growth Strategies

Find out how Polen Capital can go beyond for you.

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