Both timely and timeless, Logan Dividend Performers (DP) is an equity-based strategy investing exclusively in 40–50 high-quality companies with consistent growth in dividends and market capitalizations exceeding $2 billion. Over 15 years, the strategy has performed with above-average risk-adjusted returns, while offering protection during periods of economic weakness.
Past performance does not guarantee future results.
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
Has a greater than 15-year track record
A potentially “win by not losing” approach where expectations are often greatest during periods of market weakness
Managers monitor data and relevant risk characteristics on a daily basis
Portfolio designed to complement more aggressive concentrated investment alternatives and fixed-income portfolios