The funds, which are available for trading on the New York Stock Exchange ARCA, are designed to offer investors access to strategies managed by Polen’s 5Perspectives Growth team through an ETF structure intended to offer transparency, accessibility, and potential tax efficiency.

“Many advisors continue to seek more tax-efficient ways to access differentiated active strategies,” said Laura Graff, head of product strategy at Polen. “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.”

Polen Capital’s 5Perspectives investment philosophy identifies companies it believes are at a key inflection point – innovators and disruptors poised for earnings acceleration. The team uses a dynamic process designed to capitalize on change, combining fundamental, thematic, and technical disciplines to identify opportunities earlier in the growth cycle. Each opportunity is then evaluated across five distinct perspectives, blending experienced judgment with a structured, objective framework. The combined “weight of the evidence” informs buy and sell decisions, as well as position sizing.

Both of the recently launched ETFs below will be managed by Drew Cupps, head of Polen’s 5Perspectives Growth team and portfolio manager:

Polen 5Perspectives Large Growth ETF: Seeks long-term capital appreciation through a portfolio of innovative large-cap growth companies supported by open-ended thematic tailwinds.

Polen 5Perspectives Small-Mid Growth ETF: Seeks long-term capital appreciation by investing primarily in innovative emerging small- and mid-cap growth companies experiencing an inflection in their earnings power.