Investment management firm Polen Capital has launched two ETFs targeting innovative growth companies that it says will boost advisors’ options when they are seeking actively managed funds.
The funds – the Polen 5Perspectives Large Growth ETF (Ticker: PCLC) and the Polen 5Perspectives Small-Mid Growth ETF (Ticker: PCSG) offer investors access to strategies managed by Polen’s 5Perspectives Growth team. Key themes across the team’s portfolios are electrification, AI, genomics, and aerospace.
“Many advisors continue to seek more tax-efficient ways to access differentiated active strategies,” said Laura Graff, head of product strategy at Polen, in a statement. “These launches reflect our commitment to meeting clients where they are and expanding access to the multi-disciplinary approach that has defined the 5Perspectives investment platform for over 25 years.”
The funds are managed by Drew Cupps, head of Polen’s 5Perspectives Growth Team and portfolio manager. The Polen 5Perspectives Large Growth ETF aims to find long-term capital appreciation through a portfolio of innovative large-cap growth companies supported by open-ended thematic tailwinds, the company said.
The Polen 5Perspectives Small-Mid Growth ETF focuses on long-term capital appreciation by investing primarily in innovative emerging small- and mid-cap growth companies, according to Polen. The Boca Raton, Florida-based firm says that these companies are also experiencing an inflection in their earnings power.
The 5Perspectives Growth Team was previously known as Polen’s Small Caps Growth team, but was renamed earlier this year. Polen said that the change better reflects the company’s investment philosophy.
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