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 Q1 2024. The list, published by Zephyr, remains one of the most important references for investors and asset managers.

Logan had its International Dividend ADR portfolio recognized in the Q1 2024 PSN Top Guns List with 2 designations. Below are the honors that were awarded to the strategy:

International Dividend ADR (LID)

• 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, 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.”

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 received Top Gun ratings in the below categories:

3-Star Category: had one of the top ten returns for the three-year period in their respective strategy.

Bull & Bear Masters: had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio becomes the PSN Bull & Bear Masters.

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/.

For the first time ever, 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/. 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 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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