Logan Absolute Return (AR) is a short-duration strategy with the objective of outperforming short-term interest rates while preserving capital. When compared to cash, money markets, and CDs, the mandate offers higher returns with low risk levels.

Past performance does not guarantee future results.

Investment Style

Investments represent a particularly attractive area of the yield curve that has historically offered consistent annual total rate of return and no annual period of negative returns

Investments selected through a three-part analysis: top-down macroeconomic analysis, sector/industry and fundamental company analysis, and technical analysis to confirm security selection—leading to selection and investment in “secular” growth companies whose earnings are less affected by economic cycles

Performance Highlights

Investments are always investment grade with a maximum average duration of less than three years

Strategy Managers
David K. Kafes, CFA® Fixed Income Analyst
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Al Besse Principal
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Stephen S. Lee Principal
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Dana H. Stewardson Principal
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Important Notice
You are now leaving the Logan Capital's website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Logan Capital or any advisor(s) whose name(s) appear(s) on this website. Logan Capital is independently owned and operated. Schwab neither endorses nor recommends Logan Capital, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Logan Capital under which Schwab provides Logan Capital with services related to your account. Schwab does not review the Logan Capital website, and makes no representation regarding information contained in the Logan Capital website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.