Logan Dividend Performers Balanced

Logan Dividend Performers Balanced (DPB) is a combined equity and fixed-income strategy that seeks both dividend growers and higher-quality, short- to intermediate-term fixed-income holdings. The diversified [1] balanced accounts are designed to blend growth of...

Logan Dividend Performers

Both timely and timeless, Logan Dividend Performers (DP) is an equity-based strategy investing exclusively in 35–50 high-quality companies with consistent growth in dividends and market capitalizations exceeding $2 billion. The strategy’s low beta and low standard...

Logan International Dividend ADR

The Logan International Dividend ADR strategy has a total return approach, seeking both income and capital appreciation, with a record of outperforming its benchmarks with lower risk over time. Our bottom-up selection process identifies 35-45 American Depository...

Logan Core

Logan Core (CORE) blends growth and concentrated value styles—and the expertise of both our Growth and Value teams—in a single account. Growth-focused holdings typically represent 60% of the portfolio; value-focused holdings represent 40%. This approach aims to manage...
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