NEWTON SQUARE, PA — Logan Capital Management has been recognized on the Q3 2024 PSN Top Guns List, a highly regarded ranking of top-performing investment strategies published by Zephyr. Two of Logan’s portfolios, International Dividend ADR and Dividend Performers Balanced, received three distinctions, showcasing the firm’s strong performance and commitment to delivering results for its clients.
The International Dividend ADR (LID) strategy secured two prestigious designations, including the coveted 5-Star ranking in the International Equity Universe. To achieve this designation, the portfolio outperformed its style benchmark in three rolling three-year periods, maintained a high r-squared relative to the benchmark over five years, and demonstrated lower risk than its peers. The strategy was also recognized as a 3-Star Top Gun in the Managed Accounts (MA) International Equity Universe for its top-ten returns over the past three years.
The Dividend Performers Balanced (DPB) portfolio earned a 1-Star designation in the MA US Balanced Universe, thanks to its top-ten performance over the quarter, further solidifying Logan’s reputation for quality investment management.
Commenting on the recognition of the International Dividend ADR strategy, Bill Fitzpatrick, Managing Director and Portfolio Manager at Logan Capital, said, “We’re proud to see our International Dividend ADR strategy highlighted in the Q3 2024 PSN Top Guns List. We’re committed to building on the continued success of the international portfolio into the new year, and we are excited about the robust fundamentals and excellent opportunities that we see in each of the portfolio’s holdings.”
Christopher O’Keefe, Managing Director and Lead Portfolio Manager for the Dividend Performers team, added, “Logan’s dividend performers team strives to deliver exceptional results and ensures that we continue to provide our clients with portfolios that align with their goals and exceed expectations. As the indexes become overweighted in tech, there is a growing need for portfolios like the Dividend Performers Balanced. Looking ahead, we are optimistic that there are opportunities within the dividend portfolios.”
Recognitions like the PSN Top Guns List underscore Logan Capital Management’s continued commitment to delivering strong, tailored investment strategies that meet the evolving needs of its clients.
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