NEWTOWN SQUARE, PA — Logan Capital Management has secured a spot on the prestigious PSN Top Guns List for the first quarter of 2024. The list, published by Zephyr, is a key reference for investors and asset managers, highlighting superior performance in separate accounts, managed accounts, and managed ETF strategies.
Logan’s International Dividend ADR portfolio received two notable designations for Q1 2024:
- Bull & Bear Masters, International Equity Universe
- 3 Stars, MA International Equity Universe
“We’re honored to have our International Dividend ADR portfolio recognized on the PSN Top Guns List for the second straight quarter,” said Bill Fitzpatrick, Managing Director and Portfolio Manager at Logan. “This accolade underscores our commitment to excellence and the innovative approach we take towards managing our portfolios. Our team is grateful for the recognition from Zephyr.”
The PSN Top Guns List uses proprietary performance screens to rank products in six categories across over 75 universes, based on consistent performance over time. Logan’s strategies achieved Top Gun ratings in the following categories:
- 3-Star Category: Recognized for having one of the top ten returns over a three-year period within their respective strategy.
- Bull & Bear Masters: Featured for having an r-squared of 0.80 or greater relative to the style benchmark over three years. Additionally, the strategy had an upside market capture of over 100 and a downside market capture of less than 100, with the top ten ratios of Upside Capture Ratio over Downside Capture Ratio earning the Bull & Bear Masters designation.
Logan’s diverse range of equity and fixed income strategies prioritize high-conviction investments with strong growth prospects. Each strategy is driven by a clear process that combines qualitative and quantitative fundamental analysis, managed by a team with over 50 years of combined market experience.
For the first time, the PSN list is now accessible without registration, allowing broader access to its insights and methodology.
Logan Capital’s inclusion in the PSN Top Guns List is a testament to its dedicated approach and consistent performance in the investment management industry.
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