Logan Named to PSN Top Guns List of Best Performing Strategies for Q1 2023
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies

Newtown Square, Penn.—June 12, 2023 — Logan Capital Management (“Logan”) has been named to the respected PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2023. The list, published by Zephyr, serves as a valuable reference for investors and asset managers.

Logan had two portfolios recognized in the Q1 2023 PSN Top Guns List with 3 designations including Dividend Performers Balanced and International Dividend ADR. Below are the honors that were awarded to each strategy:

Logan Dividend Performers Balanced (DPB)

  • 2 Stars, MA US Balanced Universe

International Dividend ADR (LID)

  • 2 Stars, MA International Equity Universe
    3 Stars, MA International Equity Universe

“We are thrilled to be recognized for our Dividend Performers Balanced and International Dividend ADR strategies,” said Stephen Lee, a Founding Principal of Logan. “Our firm’s dedication to delivering superior results and innovative investment solutions for our clients has once again been validated by the Zephyr team.”

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. Logan’s strategies were named Top Gun ratings in the below categories:

2-Star Category: had one of the top ten returns for the one-year period in their respective strategy.

3-Star Category: had one of the top ten returns for the three-year period in their respective strategy.

Logan’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/.

The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/.  Registration is required.

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.

About PSN
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors rely. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com. Visit PSN online to learn more.                                                               

Business Development: Christopher Travers
Managing Director, National Sales & Business Development

Media Contact: Gregory FCA for Logan Capital Management
Alex Ortiz


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