Nothing Small About Our Small Cap Strategy
Driven by Discipline, Delivered by Teamwork
Outperformance in small caps starts with recognizing potential before the crowd. At Polen Capital, our Small Cap Growth strategy is built to identify companies at key inflection points—innovators and disruptors on the verge of earnings acceleration. By sizing positions strategically, we aim to capture the full growth of tomorrow’s leading businesses and deliver meaningful results for our clients.1
In the document, you will discover:
- How our approach has delivered standout performance, backed by an experienced and passionate investment team.
- The disciplined, repeatable process that drives our historically consistent results.
- The unique perspectives and humility that give our team its edge.
- A behind-the-scenes look at the innovations and disruptions shaping our future investment decisions.
At Polen Capital, it’s a combination of passion, broad perspective, and humility woven deeply into our investment process that opens the door to innovation, honest dialogue, and the self-awareness to adapt when conditions change.
1Performance shown represents results achieved at prior firms. The Polen U.S. Small Cap Growth strategy (the “Strategy”) began in November 2000 and was managed by Cupps Capital until October 2016 at which time it was transitioned to Advisory Research Investment Management. In March 2024, it transitioned to Bosun Asset Management, and subsequently in June 2025, it transitioned to Polen Capital. Andrew Cupps has served as the portfolio manager of the Strategy since inception. Mr. Cupps has been supported in his role as portfolio manager by various individuals, including Kevin Leitner and Chris Bush. Mr. Leitner has worked on the Strategy since inception. Mr. Bush began working on the Strategy in 2007. At all times during his tenure as portfolio manager, Mr. Cupps has had ultimate decision-making authority with respect to the Strategy. Mr. Cupps, Mr. Leitner and Mr. Bush joined Polen Capital on June 30, 2025. Performance results presented in materials prior to June 30, 2025 reflecting the same name (i.e., the Polen U.S. Small Cap Growth strategy) were achieved by a team that is no longer with Polen Capital. Past performance does not guarantee future results.
Important Disclosures
This information has been prepared by Polen Capital without taking into account individual objectives, financial situations or needs. As such, it is for informational purposes only and is not to be relied on as, legal, tax, business, investment, accounting, or any other advice. Recipients should seek their own independent financial advice. Investing involves inherent risks, and any particular investment is not suitable for all investors; there is always a risk of losing part or all of your invested capital.
No statement herein should be interpreted as an offer to sell or the solicitation of an offer to buy any security (including, but not limited to, any investment vehicle or separate account managed by Polen Capital). This information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.
Unless otherwise stated, any statements and/or information contained herein is as of the date represented above, and the receipt of this information at any time thereafter will not create any implication that the information and/or statements are made as of any subsequent date. Certain information contained herein is derived from third parties beyond Polen Capital’s control or verification and involves significant elements of subjective judgment and analysis. While efforts have been made to ensure the quality and reliability of the information herein, there may be limitations, inaccuracies, or new developments that could impact the accuracy of such information. Therefore, the information contained herein is not guaranteed to be accurate or timely and does not claim to be complete. Polen Capital reserves the right to supplement or amend this content at any time but has no obligation to provide the recipient with any supplemental, amended, replacement or additional information.
Any statements made by Polen Capital regarding future events or expectations are forward-looking statements and are based on current assumptions and expectations. Such statements involve inherent risks and uncertainties and are not a reliable indicator of future performance. Actual results may differ materially from those expressed or implied.
There is no assurance that any securities discussed herein are currently held in a Polen Capital portfolio nor that they are representative of the entire portfolio in which they are or were held. It should not be assumed that any transactions related to the securities discussed herein were (or will prove to be) profitable or that any future transactions will equal the investment performance of the securities discussed herein..
References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations.
Past performance is not indicative of future results.
This information may not be redistributed and/or reproduced without the prior written permission of Polen Capital.
