Logan Absolute Return 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.
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
Investments are always investment grade with a maximum average duration of less than three years
Has netted 2.5% returns since the strategy’s inception (7/31/11)