Diversified Options. Consistent Approach.
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, a portfolio management team with 50+ years’ combined market experience, and a commitment to your best interests through smart, research-backed investments.
High-conviction investments with strong approaches
Each strategy entails a clear process combining qualitative and quantitative fundamental analysis, a portfolio management team with 50+ years’ combined market experience, and a commitment to your best interests through smart, researched-backed investments.
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Logan Dividend Performers Balanced
A combined core equity and fixed-income strategy that blends principal growth, focused on high-quality companies with consistent dividend growth, with income and lower-than-market risk.
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Logan Dividend Performers
An equity-based strategy investing exclusively in high-quality companies with consistent growth in dividends.
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Logan Large Cap Growth
Slightly on the aggressive side, Logan Large Cap Growth (LCG) is a true large-growth strategy.
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Logan Growth
Logan Growth (LG) is a mid to large cap growth strategy that works well as core growth exposure.
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Logan Value
Logan Value (LV) identifies large-cap stocks with strong fundamentals that have relatively high dividend yields.
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Logan Concentrated Value
Logan Concentrated Value (LCV) identifies mega cap stocks with strong fundamentals that have relatively high dividend yields.
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Logan Global Growth
Logan Global Growth (GG) combines Logan’s top-down growth approach with globally sourced holdings.
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Logan International Dividend ADR
The Logan International Dividend ADR (LID) strategy has a total return approach, seeking both income and capital appreciation.
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Logan Core
Logan Core (CORE) blends growth and concentrated value styles—and the expertise of both our Growth and Value teams—in a single account.
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Logan Absolute Return
Logan Absolute Return (AR) is a short-duration strategy with the objective of outperforming short-term interest rates while preserving capital.
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Logan High Quality Balanced
Logan High Quality Balanced (HQ) is a versatile strategy that can be employed as either an equity or fixed-income strategy, depending on the investor’s long- and short-term goals.