Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies

Logan Capital Management (“Logan”) has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2024. The list, published by Zephyr, remains one of the most important references for investors and asset managers.

Logan had two portfolios recognized in the Q3 2024 PSN Top Guns List with 3 designations including International Dividend ADR and Dividend Performers Balanced. Below are the honors that were awarded to each strategy:

International Dividend ADR (LID)

• 5 Stars, Intl Equity Universe: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns.
• 3 Stars, MA International Equity Universe, had one of the top ten returns for the three-year period in the strategy.

Dividend Performers Balanced (DPB)

• 1 Star, MA US Balanced Universe, had one of the top ten returns for the quarter in the strategy.

“We’re proud to see our International Dividend ADR strategies recognized in the Q3 2024 PSN Top Guns List,” said Bill Fitzpatrick, Managing Director, Portfolio Manager at Logan, who oversees the international portfolios. “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.”

“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,” added Christopher O’Keefe, Managing Director, Lead Portfolio Manager at Logan, who leads the dividend performers team. “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.”

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. The PSN list is now openly accessible without requiring a registration. An overview of the methodology can be located at https://informaconnect.com/zephyr/psn-top-guns/.

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/.

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 10 growth, value and fixed-income strategies tailored to clients’ financial goals. For more information, please visit: www.logancapital.com.

About PSN

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 rely. 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 visit PSN online to learn more.

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