Logan Capital Named to PSN Top Guns List of Best Performing Strategies for Q3 2025

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 Capital”) has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2025. 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 2025 PSN Top Guns List with three designations including International Dividend ADR Wrap and Concentrated Value Wrap. Below are the honors that were awarded to each strategy:

International Dividend ADR Wrap (LID)

• 6 Stars, MA International Equity Universe
• 5 Stars, MA International Equity Universe

Concentrated Value Wrap (LCV)

• 1 Year MA US Value Universe

“We’re proud to see two of our portfolios recognized in the Q3 2025 PSN Top Guns list,” said Stephen Lee, Founding Principal of Logan. “These honors reflect the strength of our investment team and the consistency of our process across strategies.”

“It’s a privilege to see our International Dividend ADR strategy recognized once again by PSN,” said Bill Fitzpatrick, Managing Director, Portfolio Manager at Logan. “We remain committed to a disciplined, fundamentals-based approach and continue to see strong potential within the portfolio’s holdings and across international markets.”

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 Capital offers a range of equity and fixed income strategies grounded in high-conviction investments and a thoughtful, research-driven process. The firm’s approach blends qualitative and quantitative fundamental analysis, backed by a portfolio management team with more than 50 years of combined experience. Logan manages portfolios with steadiness, intellectual rigor, and full transparency. Additional details on Logan Capital’s strategies can be found at https://logancapital.com/strategies/.

The PSN Top Guns Awards were announced on 11/18/2025 for the period covering 3rd Quarter 2025. Logan Capital did not compensate Zephyr in order to achieve its rankings but will have to pay Zephyr a fee for promotional packages. Only firms that submitted PSN investment manager questionnaires were eligible for the award.

About Logan Capital Management, Inc.

Logan Capital Management, Inc. (Logan Capital) is a 100 percent privately owned registered investment advisor (RIA) based in Newtown Square, Pennsylvania. Founded in 1993 by Al Besse, Stephen Lee, and Dana Stewardson, the firm partners with financial advisors and also serves institutional and individual investors directly. Logan manages portfolios with steadiness, intellectual rigor, and a transparent, research-driven process, offering 10 growth, value, and fixed income strategies designed to meet a wide range of financial goals. Learn more at 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. 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.