Logan GrowthPlus strategy is an ESG-sensitive growth strategy that invests primarily in mid‐ to large cap growth stocks traded on US exchanges with the potential to grow earnings faster than peers. Working with our research provider, an ESG financial risk score is factored into our idea generation algorithm, and portfolio companies must be in an acceptable ESG risk rating category. The strategy’s goal is to provide long‐term average 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

High conviction/high active share portfolio of 40-50 securities, $1B minimum market cap at time of purchase

Focused on innovative technologies and employs a multifactor ranking algorithm, that includes an integrated ESG financial risk rating, 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

New strategy showing strong performance in markets driven by earnings growth

Expect low annual turnover (typically <35%)

[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.

Strategy Managers
Al Besse Principal
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Stephen S. Lee Principal
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Dana H. Stewardson Principal
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