Logan Global Growth combines Logan’s top-down growth approach with globally sourced holdings, identifying 60–80 American Depository Receipts (ADRs) and U.S.-traded stocks with a minimum market cap of >$1 billion at time of purchase. [1]

Past performance does not guarantee future results.

Investment Style

Seeks companies that benefit from advanced innovation, deliver increased earnings tied to pricing power, and have a technical profile that confirms strong business fundamentals

Employs a four-part construction and selection process: top-down macroeconomic analysis; specific sector/industry and company fundamental analysis; technical analysis to confirm security entry and exit points; identification of secularly advantaged growth companies whose earnings are less affected by economic cycles

Performance Highlights

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

[1] Investing internationally carries additional risks such as differences in financial reporting, currency exchange risk, as well as economic and political risk unique to the specific country. This may result in greater share price volatility. Shares, when sold, may be worth more or less than their original cost.

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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