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)
Goal is to meet or outperform its benchmark (Russell 1000 Growth index) 
 Indices are unmanaged and investors cannot invest directly in an index. The Russell 1000 Growth Index measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. The Russell 1000 Growth Index is constructed to provide a comprehensive and unbiased barometer for the large-cap growth segment.
 Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
See a quarterly overview and analysis on market news and market performance.
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