See More Clearly: A Fresh Lens on Small Cap Growth
In this webinar replay, Head of Team and Portfolio Manager Drew Cupps and Investment Specialist Andrew DeVizio guide viewers through the Polen Small Company Growth team’s investment philosophy, process, and current portfolio themes.
Webinar Chapters
- 2:16 - Speaker Background: Drew Cupps
- 5:08 - Current Small Cap Environment
- 8:09 - Investment Philosophy & Multi-Discipline Approach
- 14:08 - Examples: Applying the Five Perspectives
- 19:03 - Portfolio Themes & Opportunities
- 26:00 - Team Dynamics & Shared Conviction
- 30:28 - Lightning Round: FAQs
- 41:54 - Final Thoughts
A theme is more powerful than an industry because a theme can cut across industries.
Important Notice & Disclaimer
This video has been prepared by Polen Capital without taking into account individual objectives, financial situations or needs. As such, this video is for informational purposes only and is not to be relied on as, legal, tax, business, investment, accounting, or any other advice. Recipients of this video 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 video 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 in this video, the statements herein are made as of the date of recording, and the delivery of this video at any time thereafter will not create any implication that the 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, this video 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.
Past performance is not indicative of future results.
No part of this video may be divulged to any other person, distributed, and/or reproduced without the prior written permission of Polen Capital.
The volatility and other material characteristics of the indices referenced may be materially different from the performance achieved by an individual investor. In addition, an investor’s holdings may be materially different from those within the index. Indices are unmanaged and one cannot invest directly in an index.
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.
