Category and Status of Strategy Recognized:
Large-Cap Value – Silver Status – Logan Concentrated Value
The SMArtX Select List awards were announced on 09/26/2025 for the period covering 3rd Quarter 2025. Logan Capital did not compensate SMArtX in order to achieve its rankings but will have to pay SMArtX a fee for promotional packages.
The SMArtX Select List uses a proprietary, quantitative process to identify top-performing strategies from the more than 1,500 available on the SMArtX platform.
To be considered, strategies must have a minimum five-year track record. SMArtX Select List requires at least five years of performance data to understand how strategies perform in various financial market backdrops.
The evaluation is based on four pillars:
· Excess Return
· Return Asymmetry
· Risk Mitigation
· Return Consistency
Strategies that perform well across these metrics are awarded either Gold or Silver status, which helps advisors identify potential candidates for portfolio construction. Q3 2025: 109 strategies received awards, with 51 earning Gold status and 58 earning Silver status across 32 categories.
SMArtX Select List leverages the Morningstar database for analysis and requests that managers update performance within one month of quarter-end.
