Logan 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 is demonstrated to lower risk, improve portfolio efficiency, and post above-average returns over time.

Investment Style

Diversified portfolio of 40–50 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

Above average dividend yield for a core portfolio

High-conviction portfolio with low annual portfolio turnover (35%) and high active share (differentiated significantly from the benchmark)

Strategy Managers
Al Besse Principal, Portfolio Manager
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Stephen S. Lee Principal, Portfolio Manager
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Dana H. Stewardson Principal, Portfolio Manager
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Richard E. Buchwald, CFA® Managing Director
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Marvin I. Kline, CFA® Managing Director
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