Both timely and timeless, Logan Dividend Performers (DP) is an equity-based strategy investing exclusively in 35–50 high-quality companies with consistent growth in dividends and market capitalizations exceeding $2 billion. The strategy’s low beta and low standard deviation suggest the portfolio has the potential to outperform in down markets while still participating in up markets.

Past performance does not guarantee future results.

Investment Style

Investments possess inherent defensive characteristics that can protect wealth during down markets

All candidates must demonstrate at least five consecutive years of dividend growth and market capitalizations exceeding $2 billion

Candidates must demonstrate consistent growth in earnings, revenues, and dividends; a sustainable competitive advantage; high free cash flow; and superior margins and solid ROE

Portfolio provides low turnover, potentially a tax-efficient complement to a variety of investment models

Performance Highlights

A potentially “win by not losing” approach where expectations are often greatest during periods of market weakness

Portfolio designed to complement more aggressive concentrated investment alternatives and fixed-income portfolios

Strategy Managers
Christopher P. O’Keefe, CFA® Managing Director
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Wayne M. Breisch, CFA® Managing Director
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Christopher Ouimet, CFA® Managing Director
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Sarah J. Henry Managing Director
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