Logan Capital Named to PSN Top Guns List of Best Performing Strategies for Q2 2022
Quarterly PSN Top Guns List published by Zephyr identified Logan’s Value and Dividend Performance strategies
NEWTOWN SQUARE, Pa. — [Sept. 30, 2022] — Logan Capital Management, Inc. (Logan Capital), a registered investment adviser with a series of separately managed accounts in equity and fixed‐income strategies, has been named to the PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q2 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
Logan Capital’s Value, Concentrated Value, International ADR, Dividend Performers, and Dividend Performers Balanced strategies were all named to PSN Top Guns List of Best Performing Strategies. In addition to their recognition in Q2, the following strategies were also given a Top Gun 2 Stars rating, meaning the strategies had one of the top ten returns for a one‐year period in its respective strategy:
- Concentrated Value ‐ Mega Cap Universe
- Concentrated Value ‐ US Value Universe
- LCV Wrap ‐ MA Large Cap Equity Universe
- LCV Wrap ‐ MA US Equity Universe
- LCV Wrap ‐ MA US Value Universe
- Value ‐ Mega Cap Universe
- Int’l ADR Wrap ‐ MA International Equity Universe
- Logan Div Per Wr ‐ MA US Core Universe
- LoganDivPBalWrap ‐ MA US Balanced Universe
“This recognition of Logan Capital’s value and dividend strategies is a testament to the continued diligence from our team,” said Stephen Lee, a Founding Principal of Logan Capital. “We are proud to deliver value to our clients and be recognized as a top performer in the industry. The designation provides further visibility to the performance of our strategies.”
Logan Capital’s range of equity and fixed income strategies focus on high‐conviction investments with strong prospects. Each strategy entails a clear process combining qualitative and quantitative fundamental analysis, and a portfolio management team with over 50 years combined market experience. Additional details on Logan Capital’s strategies can be found at https://logancapital.com/strategies/.
Through a combination of PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time. The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/.
About Logan Capital Management, Inc.
Logan Capital Management, Inc. (Logan Capital) is an employee-owned registered investment advisor (RIA) headquartered in Newtown Square, Pennsylvania. Al Besse, Stephen Lee and Dana Stewardson founded the firm in 1993. Logan Capital Management has a sustained history of working closely with financial advisors and their clients. The firm offers a mix of 10 growth, value and fixed-income strategies tailored to clients’ financial goals. For more information, please visit: www.logancapital.com.
Gregory FCA for Logan Capital Management