Polen Capital Renames Small Cap Growth Team as 5Perspectives Growth Team

New name reflects the team’s differentiated Five Perspectives investment framework

BOCA RATON, Fla.--(BUSINESS WIRE)--Polen Capital today announced that the firm’s Small Cap Growth Team has been renamed the 5Perspectives Growth Team to better reflect the team’s differentiated investment philosophy and multi-discipline approach.

Led by industry veteran Drew Cupps, the team joined Polen Capital in 2025, bringing 25 years of experience and an attractive track record built across multiple market cycles. The new name highlights the team’s proprietary Five Perspectives framework, an approach that integrates fundamental, thematic, and technical disciplines into a single, repeatable investment process.

“Since joining Polen Capital, Drew and his team have continued to execute their disciplined process and deliver strong performance for clients,” said Stan Moss, Chief Executive Officer of Polen Capital. “The 5Perspectives name brings clarity to what makes this team distinct: a holistic, multi-lens approach that has driven compelling results over the long term.”

The team manages the 5Perspectives Small Growth, 5Perspectives Small-Mid Growth, and 5Perspectives Ultra-Small Growth strategies.

“Our Five Perspectives framework recognizes that great stocks come in many forms,” said Drew Cupps, Head of Team and Portfolio Manager. “By combining multiple disciplines into a single view, we aim to see opportunities others may miss and maintain discipline through changing market environments. That approach has been refined over decades and underpins our long-term track record.”

Returns as of 12/31/2025:

	1 Yr (%)	5 Yr (%)	10 Yr (%)	Since Inception (%)
	Gross / Net	Gross / Net	Gross / Net	Gross / Net
5Perspectives Small Growth (11/1/2000)	26.3 / 25.1	12.2 / 11.1	20.4 / 19.3	11.8 / 10.4
Russell 2000 Growth	13.0	3.2	9.6	6.8
Excess Return	12.1	8.0	9.7	3.6

	1 Yr (%)	5 Yr (%)	10 Yr (%)	Since Inception (%)
	Gross / Net	Gross / Net	Gross / Net	Gross / Net
5Perspectives Small-Mid Growth (10/1/2005)	28.9 / 27.7	9.0 / 8.1	17.4 / 16.5	13.6 / 12.4
Russell 2500 Growth	10.3	3.0	10.5	9.5
Excess Return	17.4	5.1	5.9	2.9
	1 Yr (%)	5 Yr (%)	10 Yr (%)	Since Inception (%)
	Gross / Net	Gross / Net	Gross / Net	Gross / Net
5Perspectives Ultra-Small Growth (1/1/2020)	29.6 / 28.7	14.2 / 13.2	-	20.1 / 19.0
Russell Microcap Growth	21.8	2.8		8.2
Excess Return	6.9	10.4		10.8

Returns are trailing through 12-31-2025. Past performance is not indicative of future results. Returns are presented gross and net of management fees and include the reinvestment of all income. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees, or taxes. Performance shown prior to 06-30-2025 represents results achieved at prior firms. Andrew Cupps has served as the portfolio manager of the strategies since inception. At all times during his tenure as portfolio manager, Mr. Cupps has had ultimate decision-making authority with respect to the Strategies. Mr. Cupps joined Polen Capital on June 30, 2025. During certain periods of the track record, net of fee performance was calculated using actual management fees, while the highest fee was used during others.

About Polen Capital

Polen Capital is a global investment management firm specializing in growth equity and credit strategies. Founded in 1979, the firm manages approximately $43 billion in assets (as of December 31, 2025) for institutions, financial advisors, and individual investors. With offices in Boca Raton, Boston, Chicago, London, Hong Kong, and Abu Dhabi, Polen Capital delivers high-conviction, actively managed portfolios designed for long-term results. The firm operates through four autonomous investment teams: Quality Growth, 5Perspectives Growth, Global Emerging Markets, and Leveraged Credit, and offers strategies across equity and credit markets. Polen Capital is committed to preserving and growing clients’ assets while fostering a culture of integrity, collaboration, and innovation. For more information, visit www.polencapital.com or follow us on LinkedIn.