NEWTOWN SQUARE, PA — Logan Capital Management, a Pennsylvania-based investment firm, has been recognized for its exceptional performance in the third quarter of 2023. The company has earned a coveted spot on the PSN Top Guns List, a prestigious ranking published by Zephyr that highlights the best performing separate accounts, managed accounts, and managed ETF strategies.
The PSN Top Guns List is a respected reference tool for investors and asset managers, providing insights into top-performing strategies across various categories. Logan Capital had two portfolios recognized with three designations, including Concentrated Value and International Dividend ADR.
The Logan Concentrated Value (LCV) strategy was awarded a one-star rating in both the MA Large Cap Equity Universe and the MA US Value Universe. The International Dividend ADR (LID) strategy earned a three-star rating in the MA International Equity Universe.
Stephen Lee, a Founding Principal at Logan Capital, expressed satisfaction with the recognition. “This acknowledgment reflects our ongoing efforts to deliver innovative solutions for our clients,” he said. “Our team’s proven performance in all market conditions over the past year underscores this achievement.”
The PSN Top Guns List utilizes proprietary performance screens to rank products in six categories across over 75 universes based on sustained performance over time. The one-star category recognizes strategies with one of the top ten returns for the quarter, while the three-star category acknowledges strategies with one of the top ten returns for a three-year period.
Chris Volpe, Director of Wealth Management Solutions for Zephyr, noted the growing popularity of investing in SMAs. “Zephyr’s PSN SMA database pioneered the curation of SMA data and is the leader in providing important due diligence on strategies,” he said. “Logan Capital is a best-in-class performer and worthy of this influential recognition.”
Logan Capital’s range of equity and fixed income strategies focus on high‐conviction investments with strong prospects. The firm combines qualitative and quantitative fundamental analysis in a clear process, managed by a portfolio team with over 50 years of combined market experience.
For industry insiders, Logan Capital’s placement on the PSN Top Guns List signals the firm’s successful investment strategies and strong performance, setting a high bar for other investment management firms. The recognition also underscores the increasing importance of SMAs in the investment landscape, highlighting the need for robust due diligence and innovative investment solutions.
For the latest news on everything happening in Chester County and the surrounding area, be sure to follow MyChesCo on Google News and MSN.