Expertise & Collaboration
The stability of 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.
Located: Boston, MA
Head of Team: Andrew Cupps, Portfolio Manager & Analyst
Our Team
An Experienced, Research-Driven Team
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.