LOGAN CAPITAL Overview

Logan Capital Management Inc is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 30 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 67% of the manager's regulatory AUM.

LOGAN CAPITAL StockAlpha

-2.5%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LOGAN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.87% Tech 1.31% -0.03% 0 42%
AMZN 2.87% Cons. Disc. -8.2% -0.41% 0 32%
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FEATURED IN
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LOGAN CAPITAL Founders and Key Employees

Name Title In Position Since
Al Besse Principal February-1994
Dana H. Stewardson Principal February-1994
Stephen S. Lee Principal February-1994
Richard E. Buchwald Portfolio Manager June-2000
Marvin I. Kline Portfolio Manager June-2000
Mary T. Evans Chief Operating Officer & Cco July-2006
Leonard P. Metkowski Chief Financial Officer June-2012

LOGAN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

LOGAN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



We use macroeconomic, fundamental and technical methods of analysis in selecting securities for your account. Our sources of information generally include, among other things, investment publications and databases, research from securities firms and brokerage houses, company representatives, and contacts with other investment professionals. We currently offer the following eight equity investment strategies and three fixed income strategies:



EQUITY


Large Cap Growth Strategy



Introduction


Logan Capital’s Large Cap Growth Strategy invests primarily in large cap growth stocks with $5 billion minimum market capitalization at purchase that are traded on US exchanges. The strategy’s goal is to provide long-term average returns that meet or exceed the Russell 1000 Growth index over a full market cycle. This methodology seeks to identify stocks o...
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LOGAN CAPITAL Portfolio Concentration

LOGAN CAPITAL Location

SIX COULTER AVENUE, SUITE 2000
ARDMORE, Pennsylvania
UNITED STATES, 19003

LOGAN CAPITAL Contact Information

Phone Number: 215-569-1100
Fax Number: 215-851-9444
Website:

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