NEWTOWN SQUARE, PA — Logan Capital Management has been named to the PSN Top Guns List for the second quarter of 2025, with five of its portfolios earning a combined eight designations. The list, published by Zephyr, is a widely followed benchmark of performance among separate accounts, managed accounts, and ETF strategies
Logan’s International Dividend ADR Wrap stood out with PSN’s maximum 6-Star rating in the MA International Equity Universe, marking the third consecutive quarter it has achieved this recognition. The strategy also earned 5-Star and 4-Star honors in the same category. Additional strategies honored include High Quality Balanced, Core 60/40, Concentrated Value Wrap, and Concentrated Value, spanning balanced, mega-cap, and large-cap value categories.
“We’re proud to see five of our portfolios recognized on the Q2 2025 PSN Top Guns List,” said Stephen Lee, founding principal of Logan. “This honor reflects our innovative approach and focus on companies with strong fundamentals. We are excited about the excellent opportunities that we see in each of the portfolio’s holdings.”
Bill Fitzpatrick, managing director and portfolio manager, highlighted the international strategy’s performance. “We’re honored to earn PSN’s maximum 6 Star distinction for our International Dividend ADR strategy for the third consecutive quarter,” he said. “The accolade underscores our disciplined approach and commitment to seeking high-quality international investments.”
Founded on a philosophy of investing in companies with robust balance sheets and sustainable cash flows, Logan Capital continues to build its reputation for disciplined, fundamentals-driven portfolio management. Recognition across multiple asset classes in the PSN Top Guns List reinforces the firm’s position among top-performing managers.
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