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.

Investment Style

A moderately diversified list of 30-40 securities, each with a $1B minimum market cap

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

Performance Highlights

Strong performance in markets driven by earnings growth

High-conviction portfolio as demonstrated by low annual portfolio turnover (35%) and high active share (differentiated significantly from the benchmark)

Routinely meets or outperforms its benchmark (Russell 1000 Growth index)

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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