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.

Past performance does not guarantee future results.

Investment Style

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

Employs a four-part selection process: top-down macroeconomic analysis; specific sector/industry and fundamental company analysis; technical analysis to confirm security selection and guide buy/sell and entry/exit points; and final selection of “secular” 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)

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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