Download files

Strategies

Download files
Please fill your information to download the file
First Name:
Last Name:
Email:
 

The primary goal of Logan Concentrated Value, a dividend strategy, is to identify mega-cap stocks with strong fundamentals that have relatively high dividend yields and are undervalued relative to peers. The strategy relies on a disciplined, quantitatively-oriented investment process to evaluate the largest market cap stocks traded in the US and the portfolios are invested ten to twelve stocks that are rebalanced to model weights twice per year. The portfolio maintains a dividend yield significantly higher than the S&P 500 and tends to be protective in weak markets.

Download files