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 help preserve 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, Lead Portfolio Manager
See Profile
Wayne M. Breisch, CFA® Managing Director, Portfolio Manager
See Profile
Christopher Ouimet, CFA® Managing Director, Portfolio Manager
See Profile
Sarah J. Henry Managing Director, Portfolio Manager
See Profile
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.