Logan Capital Named to PSN Top Guns List of Best Performing Strategies for Q1 2022

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 announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention,” says Margaret Tobiasen, SVP of Data Distribution who cites PSN’s pioneering efforts as the first SMA database as the reason for the list’s popularity. “Logan has done remarkable work and we are pleased to include them as a top performer.”

Logan Capital’s International ADR strategy identifies 35-45 non-US companies that trade in the US and offer relatively high dividend yields and a longer-term investment horizon. The strategy is fully diversified by sector and geography and is primarily focused on developed market equities.

“We’re thrilled to be recognized as a PSN Top Guns performer and remain excited about the prospects for our attractively valued International ADR strategy,” said portfolio managers Bill Fitzpatrick, CFA and Rich Buchwald, CFA.

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 Capital’s International ADR strategy was named Top Gun 2 Stars rating, meaning our Strategy had one of the top ten returns for the one-year period in its respective strategy.

Since its inception in 2006, Logan Capital’s International ADR strategy has focused on preserving wealth by purchasing shares of quality companies with strong cash flows, robust balance sheets, and relatively high dividend yields. “Given the many crosscurrents in the global economy today, we believe the strategy is well positioned to navigate a turbulent second half of the year”, said Fitzpatrick and Buchwald.

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
Founded in 1993, Logan Capital builds strong financial futures through strategic equity and fixed income investments. We are invested in your long-term success.

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 or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at [e-mail]. Visit PSN online to learn more.