Logan Core (CORE) blends growth and concentrated value styles—and the expertise of both our Growth and Value teams—in a single account. Growth-focused holdings typically represent 60% of the portfolio; value-focused holdings represent 40%. This approach aims to manage risk, improve portfolio efficiency, and post above-average returns over time.

Past performance does not guarantee future results.

Investment Style

Diversified [1] portfolio of 40–55 stocks

Growth holdings have rising earnings tied to pricing power and enjoy an economic tailwind; value holdings are financially sound mega caps with high and growing dividend yields

The ratio of growth to concentrated value holdings can be customized for the client’s investment goals and objectives

Performance Highlights

The approach aims to deliver an above average dividend yield.

High-conviction portfolio with low annual portfolio turnover (typically <50%) and high active share (differentiated significantly from the benchmark)

[1] Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

Strategy Managers
Al Besse Principal
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Stephen S. Lee Principal
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Dana H. Stewardson Principal
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William T. Fitzpatrick, CFA® Managing Director, Portfolio Manager
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Dan R. Gruemmer
Dan R. Gruemmer, CFA® Managing Director, Portfolio Manager
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