Logan Named to PSN Top Guns List of Best Performing Strategies for Q4 2022
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies
Newtown Square, Penn.—March 3, 2023— Logan Capital Management (“Logan”) has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention,” says Margaret Tobiasen, SVP of Data Distribution who cites PSN’s pioneering efforts as the first SMA database as the reason for the list’s popularity. “Logan Capital has done remarkable work and we are pleased to include them as a top performer.”
Logan had six portfolios recognized in the Q4 2022 PSN Top Guns List with 17 designations including Value, Concentrated Value, Large Cap Growth, Dividend Performers, Dividend Performers Balanced and International Dividend ADR. Below are the honors that were awarded to each strategy.
- 1 Stars, Mega Cap Universe
- 2 Stars, Mega Cap Universe
Logan Concentrated Value (LCV)
- 1 Star, Mega Cap Universe
- 2 Stars, Mega Cap Universe
- 1 Star, MA Large Cap Equity Universe
- 2 Stars, MA Large Cap Equity Universe
- 1 Star, MA US Equity Universe
- 2 Stars, MA US Equity Universe
- 1 Star, MA US Value Universe
- 2 Stars, MA US Value Universe
- 4 Stars, Large Growth Universe
Logan Dividend Performers (DP)
- 1 Star, MA US Core Universe
- 2 Stars, MA US Core Universe
Logan Dividend Performers Balanced (DPB)
- 1 Star, MA US Balanced Universe
- 2 Stars, MA US Balanced Universe
International Dividend ADR (LID)
- 2 Stars, MA International Equity Universe
- 3 Stars, MA International Equity Universe
“We are honored to be recognized as a top performer in the industry,” said Stephen Lee, a Founding Principal of Logan Capital. “The recognition shines a light on the continued diligence of our team of portfolio managers and the durability of the strategies in volatile market conditions.”
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:
1-Star Category: had one of the top ten returns for the quarter in their respective strategy.
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.
4-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.
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/.
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.
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.firstname.lastname@example.org. Visit PSN online to learn more.
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Media Contact: Gregory FCA for Logan Capital Management