NEWTOWN SQUARE, PA — Logan Capital Management was named to Zephyr’s PSN Top Guns List for the third quarter of 2025, earning multiple distinctions for investment performance across separate and managed account strategies in a ranking closely watched by institutional investors.
The firm had two portfolios recognized with three total designations. Its International Dividend ADR Wrap strategy received both six-star and five-star honors in the Managed Accounts International Equity universe, while its Concentrated Value Wrap strategy was recognized in the one-year Managed Accounts U.S. Value universe.
Published quarterly by Zephyr, the PSN Top Guns List is regarded as a benchmark for identifying best-in-class investment strategies. The rankings rely on proprietary performance screens that evaluate consistency over time across more than 75 investment universes, rather than short-term gains.
Stephen Lee, founding principal of Logan Capital, said the recognition reflects disciplined execution and team consistency across strategies. Portfolio manager Bill Fitzpatrick said the repeated recognition of the firm’s international dividend strategy highlights continued confidence in its fundamentals-based approach and the opportunity he sees in global markets.
The PSN rankings are now publicly accessible and are based on data submitted by eligible firms through Zephyr’s investment manager questionnaires. Submissions are reviewed and ranked using audited, rules-based metrics. Zephyr said Logan Capital did not pay to influence its rankings, though promotional packages are offered separately.
Logan Capital manages equity and fixed income strategies built around high-conviction research, blending qualitative and quantitative analysis. The firm said its investment process emphasizes transparency and risk discipline, supported by a portfolio management team with more than five decades of combined experience.
The Q3 2025 PSN Top Guns awards were announced November 18, covering performance through the third quarter of the year.
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