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 [1] over a full market cycle.

Past performance does not guarantee future results.

Investment Style

A moderately diversified [2] 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

Performance Highlights

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) [1]

[1] 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.

[2] 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.

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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