Logan Capital Management is a registered investment advisor that focuses on high-conviction investments with strong prospects. It builds strong financial futures through strategic equity and fixed income investments. Each strategy involves a clear process that blends qualitative and quantitative fundamental analysis. It is a 100% employee-owned corporation that also offers advisory services to institutional and individual investors.
A combined core equity and fixed-income strategy that blends principal growth, focused on high-quality companies with consistent dividend growth, with income and lower-than-market risk.
An equity-based strategy investing exclusively in high-quality companies with consistent growth in dividends.
Slightly on the aggressive side, Logan Large Cap Growth (LCG) is a true large-Growth strategy.
Logan GrowthPlus (LGP) strategy is an ESG-sensitive Growth strategy.
Logan Growth (LG) is a mid to large-cap Growth strategy that works well as core Growth exposure.
Logan Value (LV) identifies large-cap stocks with strong fundamentals that have relatively high dividend yields.
Logan Concentrated Value (LCV) identifies mega-cap stocks with strong fundamentals that have relatively high dividend yields.
Logan Global Growth (GG) combines Logan’s top-down Growth approach with globally sourced holdings.
The Logan International Dividend ADR (LID) strategy has a total return approach, seeking both income and capital appreciation.
Logan Core (CORE) blends growth and concentrated value styles—and the expertise of both our growth and value teams—in a single account.
Logan Absolute Return (AR) is a short-duration strategy with the objective of outperforming short-term interest rates while preserving capital.
Logan High-Quality Balanced (HQ) is a versatile strategy that can be employed as either an equity or fixed-income strategy, depending on the investor’s long- and short-term goals.