Presentations (4)
The Best of Both Worlds Combining Momentum and Value Strategies Marvin I. Kline, CFA Managing Director, Value Portfolio Manager Deborah G. George Managing Director, Client Service January 2012 There is substantial evidence that both momentum and value strategies have historically generated above-average returns over time1. Importantly, the excess return that these strategies deliver...
Logan GARP / March 2016 Six Coulter Avenue • Suite 2000 • Suburban Square • Ardmore, PA 19003 • 800.215.1100 • 610.642.7100 (Fax) Logan Capital GARP: 1st Quarter 2016 Review & A Look Ahead(a) To borrow a quote from Charles Dickens “it was best of times and it was the worst of times…” as the first quarter of 2016...
Logan Value Portfolios / March 31, 2016 Six Coulter Avenue • Suite 2000 • Suburban Square • Ardmore, PA 19003 • 800.215.1100 • 610.642.7100 (Fax) Logan Concentrated Value (“LCV”): 1st Quarter Review(a) The first three months of 2016 was a two part story. The first part saw the S&P 500 get off to its worst ever start to a...
Logan International Dividend ADR Portfolio / March 2016 Six Coulter Avenue • Suite 2000 • Suburban Square • Ardmore, PA 19003 • 800.215.1100 • 610.642.7100 (Fax) Logan International Dividend ADR Portfolio: 1st Quarter Review (a) For the first quarter, the Logan International Dividend ADR Portfolio (“Logan International”) composite...
