Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies
NEWTOWN SQUARE, Pa.–(BUSINESS WIRE)–Logan Capital Management (“Logan”) has been named to the respected PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2023. The list, published by Zephyr, serves as a valuable reference for investors and asset managers.
Logan had two portfolios recognized in the Q3 2023 PSN Top Guns List with 3 designations including Concentrated Value and International Dividend ADR. Below are the honors that were awarded to each strategy:
- 1 Star, MA Large Cap Equity Universe
- 1 Star, MA US Value Universe
- 3 Stars, MA International Equity Universe
“We are pleased to see our Concentrated Value and International Dividend ADR strategies recognized by Zephyr,” said Stephen Lee, a Founding Principal at Logan Capital. “This acknowledgment reflects our ongoing efforts to deliver innovative solutions for our clients. This recognition underscores our team’s proven performance in all market conditions in the past year.”
Through a combination of PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time. Logan’s strategies were named Top Gun ratings in the below categories:
1-Star Category: had one of the top ten returns for the quarter in their respective strategy.
3-Star Category: had one of the top ten returns for the three-year period in their respective strategy.
“Investing in SMAs has grown substantially over the past decade,” says Chris Volpe, Director of Wealth Management Solutions for Zephyr. “Zephyr’s PSN SMA database pioneered the curation of SMA data and is the leader in providing important due diligence on strategies. Logan Capital is a best-in-class performer and worthy of this influential recognition.”
Logan’s range of equity and fixed income strategies focus on high‐conviction investments with strong prospects. Each strategy entails a clear process combining qualitative and quantitative fundamental analysis, and a portfolio management team with over 50 years combined market experience. Additional details on Logan Capital’s strategies can be found at https://logancapital.com/strategies/.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.
About Logan Capital Management, Inc.
Logan Capital Management, Inc. (Logan Capital) is an employee-owned registered investment advisor (RIA) headquartered in Newtown Square, Pennsylvania. Al Besse, Stephen Lee and Dana Stewardson founded the firm in 1993. Logan Capital Management has a sustained history of working closely with financial advisors and their clients. The firm offers a mix of 11 growth, value and fixed-income strategies tailored to clients’ financial goals. For more information, please visit: www.logancapital.com.
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Robby Resendez at [email protected] Visit PSN online to learn more.
Disclosure: Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
Managing Director, National Sales & Business Development
Gregory FCA for Logan Capital Management