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 Q4 2024. The list, published by Zephyr, remains one of the most important references for investors and asset managers.

Logan had three portfolios recognized in the Q4 2024 PSN Top Guns List with 9 designations including International Dividend ADR, High Quality Balanced, and Growth. 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
• 4 Stars, MA International Equity Universe
• 3 Stars, MA International Equity Universe

High Quality Balanced (HQ)

• 6 Stars, US Balanced Universe
• 5 Stars, US Balanced Universe

Growth (LG)

• 2 Stars, MA US Growth Universe
• 2 Stars, MA Large Cap Equity Universe
• 1 Stars, MA Large Cap Equity Universe

“It's an honor to have our international strategy recognized once again on the PSN Top Guns list, and we are particularly excited to have achieved their maximum 6 Star distinction,” said Bill Fitzpatrick, Managing Director, Portfolio Manager at Logan. “Our approach and focus on high-quality international opportunities continue to drive strong performance. We remain focused on disciplined portfolio construction and are confident in the opportunities that international markets present.”

“We’re proud to see three of our portfolios recognized on the Q4 2024 PSN Top Guns list, including the continued success of our Growth strategy,” added Stephen Lee, Founding Principal of Logan. “We remain focused on delivering consistent value and are optimistic about the opportunities ahead as we build on this momentum.”

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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