Polen 5Perspectives Small-Mid Growth SMA
Our 5Perspectives Small-Mid Growth strategy aims to generate superior returns by investing in companies positioned for accelerating earnings growth driven by enduring secular trends.
Experience in Growth Investing
Composite returns.
Past performance is not indicative of future results. Current performance may be lower or higher. Periods over one year are annualized. Gross and net returns include reinvested income and reflect transaction costs and commissions. Benchmark data source: Bloomberg.
Portfolio overview.
Top ten holdings
Portfolio characteristics
GICS sector exposure
Risk-adjusted returns.
Since inception · As of 06-30-2026
vs. Russell 2500 Growth
Strategy materials.
Invest in 5Perspectives Small-Mid Growth.
Speak with our team to learn more about the SMA or other vehicle options.
Past performance is not indicative of future results. Returns are presented gross and net of management fees and include reinvested income. The 5Perspectives Small-Mid Growth strategy's historical performance includes results achieved at prior firms before transitioning to Polen Capital in June 2025. Periods over one year are annualized. Please review the accompanying GIPS Composite Report for the complete performance record and methodology.
Russell 2500 Growth is the strategy benchmark. An investor cannot invest directly in an index; index performance does not reflect management fees, transaction costs, or taxes.
Holdings and allocations are as of the date shown and may change. References to securities are illustrative and are not recommendations to purchase or sell them.