Polen Capital Adds Veteran Small Company Growth Team to Expand Capabilities

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BOCA RATON, Fla.--(BUSINESS WIRE)--Sep 24, 2025--

Polen Capital, a global investment management firm specializing in growth equity and credit, announced the addition of a distinguished U.S. Small Company Growth investment team led by industry veteran Andrew (“Drew”) Cupps. The new team enhances Polen Capital’s small cap capabilities and reflects the firm’s commitment to delivering superior investment solutions.

“For 25 years, Drew and his team have delivered exceptional long-term results,” said Stan Moss, CEO of Polen Capital. “With Polen Capital’s global infrastructure and distribution platform, we are well positioned to serve investors seeking active small cap growth.”

Since inception, the team’s core strategies—including U.S. Small Cap Growth, U.S. SMID Cap Growth, and U.S. Microcap Growth—have delivered top-decile results 1.

The team’s track record is powered by a proprietary investment process that blends fundamental, thematic, and technical disciplines. The process focuses on identifying inflection points across emerging trends, industry shifts, innovation cycles, and strategic pivots that can fuel sustainable earnings growth over the long term.

“Our screening process recognizes that no company is perfect and that strong performance can emerge from anywhere. By favoring data over dogma and maintaining a pragmatic approach, we have generated consistent value for our clients,” said Cupps.

Cupps is joined by long-standing analysts Kevin Leitner and Chris Bush. Both have worked alongside him for 18 years, collaborating on research, portfolio construction, and idea generation.

About Polen Capital:

Offering equity and credit investment solutions, Polen Capital is a global investment firm managing approximately $54 billion in assets (as of June 30, 2025) for institutions, financial advisors, and individuals seeking active strategies built for the long term. Polen has four autonomous investment teams, Large Company Growth, Small Company Growth, Emerging Markets Growth, and Leveraged Credit, with offices in Boca Raton, Fla., Boston, Chicago, London, Hong Kong, and Abu Dhabi. Since 1989, Polen has built a distinctive culture and is committed to being a firm of opportunity, attracting and developing exceptional professionals aligned with its mission of preserving and growing clients’ assets to protect their present and enable their future. For more information, visit www.polencapital.com or follow us on LinkedIn.

1 As of 30 June 2025. Source: eVestment, LLC. Polen Capital compensates eVestment with a subscription fee that enables Polen Capital to access the eVestment database; however, Polen Capital does not specifically pay eVestment to obtain the rankings set forth above. For U.S. Small Cap Growth, the universe represented is the eVestment US Small Cap Growth universe. Per eVestment, such universe comprises US equity products that primarily invest in small capitalization stocks that are expected to have an above-average capital appreciation rate relative to the market. Common benchmarks for this universe include the Russell 2000 Growth. For U.S. SMID Cap Growth, the universe represented is the eVestment US Small-Mid Cap Growth Equity universe. Per eVestment, such universe comprises US equity products that primarily invest in small/mid capitalization stocks that are expected to have an above-average capital appreciation rate relative to the market. Common benchmarks for this universe include the Russell 2500 Growth. For U.S. Microcap Growth, the universe represented is the eVestment US Micro Cap Growth Equity universe. Per eVestment, such universe comprises US equity products that primarily invest in micro capitalization stocks that are expected to have an above-average capital appreciation rate relative to the market. Common benchmarks for this universe include the Russell Microcap Growth. eVestment collects information directly from investment management firms and other sources believed to be reliable; however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosure available on eVestment’s systems and other important considerations, such as fees that may be applicable with respect to the specific investment products. Data and information from third-party databases, such as those sponsored by eVestment, are self-reported by investment management firms that generally pay a subscription fee to access such database. Not for general distribution and limited distribution may only be made pursuant to client’s agreement terms. Periods over one year are annualized. Third-party net returns presented might differ from Polen’s due to differences in decimal limit. Past performance is not indicative of future results. Rank reflects the eVestment Peer Ranking as a percentile. The eVestment rankings shown are calculated based on gross performance. Since Inception results are from 30-November-2000 for U.S. Small Cap Growth. Since Inception results are from 1-October-2005 for U.S. SMID Cap Growth. Since Inception results are from 1-January-2020 for U.S. Microcap Growth. Performance represents results achieved at prior firms. Andrew Cupps has served as the portfolio manager of the strategies since inception.

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SOURCE: Polen Capital

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PUB: 09/24/2025 12:00 PM/DISC: 09/24/2025 11:59 AM

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