Andrew Cupps serves as Head of Team, Portfolio Manager & Analyst for Polen Capital's U.S. Small Company Growth strategy, having joined the firm on June 30, 2025. With 33 years of industry experience, Cupps previously managed portfolios at Bosun Asset Management and Advisory Research Investment Management, founded Cupps Capital Management, and oversaw assets at Strong Capital Management. He began his career at Driehaus Capital Management in 1992 and holds an AB in Economics from Harvard University. Cupps is supported by Kevin Leitner and Chris Bush, who also joined Polen Capital on June 30, 2025.

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The U.S. Small Company Growth strategy aims to generate superior returns by investing in companies positioned for accelerating earnings growth driven by enduring secular trends. The Adviser considers multiple factors to identify opportunities with attractive fundamental, thematic, and/or technical traits, believing earnings growth drives long-term stock performance influenced by competitive advantage, thematic forces, and cyclical business conditions. Portfolio construction focuses on industry and factor exposures, optimizing attractiveness against benchmark risks through an 'Attractiveness Score' across valuation, business model, thematic timeliness, management team, and technical behavior.

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