Logan Growth is a mid to large cap growth strategy that works well as core growth exposure. The strategy focuses on U.S.-traded companies with the potential to grow earnings at a faster rate than the average stock. The strategy’s goal is to provide long-term returns that meet or exceed the Russell 1000 Growth index over a full market cycle.
Past performance does not guarantee future results.
A moderately diversified list of 30-40 securities, each with a >$1B minimum market cap at time of purchase
Employs innovative technologies and a multifactor ranking algorithm to analyze and select securities
Seeks companies with earnings rising due to pricing power, that benefit from an economic tailwind, and that are trading in a way that would support a long-term upward move in price
Strong performance in markets driven by earnings growth
High-conviction portfolio as demonstrated by low annual portfolio turnover (typically <35%) and high active share (differentiated significantly from the benchmark)
Routinely meets or outperforms its benchmark (Russell 1000 Growth index)