Logan Capital Named to PSN Top Guns List of Best Performing Strategies for Q1 2025

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 2025. The list, published by Zephyr, remains one of the most important references for investors and asset managers.

Logan had six portfolios recognized in the Q1 2025 PSN Top Guns List with 28 designations including International Dividend ADR, High Quality Balanced, Large Cap Growth, Core, Concentrated Value Wrap, Concentrated Value and Value. Below are the honors that were awarded to each strategy:

International Dividend ADR (LID)

• 6 Stars, MA International Equity Universe
• 5 Stars, MA International Equity Universe
• 5 Stars, International Equity Universe
• 4 Stars, MA International Equity Universe
• 3 Year, MA International Equity Universe
• 1 QTR, MA International Equity Universe
• 1 QTR, International Equity Universe

High Quality Balanced (HQ)

• 1 Year, US Balanced Universe

Large Cap Growth (LCG)

• Bull/Bear, Large Growth Universe
• Bull/Bear, US Growth Universe

Core 60/40 (CORE)

• 1 Year, Mega Cap Universe
• 1 Year, US Core Universe

Concentrated Value Wrap (LCV)

• 3 Year, MA US Value Universe
• 1 QTR, MA Large Cap Equity Universe
• 1 Year, MA Large Cap Equity Universe
• 1 QTR, MA US Equity Universe
• 1 Year, MA US Equity Universe
• 1 QTR, MA US Value Universe
• 1 Year, MA US Value Universe

Concentrated Value (LCV)

• 1 QTR, Large Cap Universe
• 1 Year, Large Cap Universe
• 1 QTR, Large Value Universe
• 1 Year, Large Value Universe
• 1 QTR, US Equity Universe
• 1 QTR, US Value Universe
• 1 Year, US Value Universe

Value (LV)

• 1 QTR, Mega Cap Universe
• 1 Year, Mega Cap Universe

“This was an outstanding quarter for Logan Capital, marked by 28 distinct honors on the PSN Top Guns List,” said Stephen Lee, Founding Principal of Logan. “These recognitions reflect our disciplined approach and ongoing commitment to investing in fundamentally strong companies. We're especially pleased to receive the prestigious Bull & Bear distinction for our Growth strategy.”

“We’re proud to earn PSN’s maximum 6 Star distinction for our International Dividend ADR strategy for the second consecutive quarter,” said Bill Fitzpatrick, Managing Director, Portfolio Manager at Logan. “This continued recognition highlights our disciplined approach and underscores our team's ability to consistently deliver strong performance in international markets. We're excited to build on this momentum moving forward.”

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. 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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