The Logan Update: Recent Episodes
Logan Capital Management, Inc.
Dan & Bill discuss the opportunities our international value team are seeing outside the US
Chris O'Keefe and Dan Beckworth check in on the improving outlook for the Dividend Performers portfolio.
A round table with our Growth and Dividend Performers team on the opportunities in technology.
Chris O'Keefe, Sara Henry, and Stephen Lee review our outlook for the markets. Where is there opportunity>?
We have a conversation with Bill Fitzpatrick from our value team on the security of dividends paid by the banks.
We follow up on our discussion about how the nature of technology has changed over the past few years.
We talk with the management team of Logan's Dividend Performers strategy to review the quarter and the team's outlook.
An interview with two members of our investment teams that focus on cash flow and dividends as a part of their investment process.
Chris O'Keefe represents our Dividend Performers team and Bill Fitzpatrick works with our Concentrated Value and International Dividend strategies.
Logan's Growth, Value, International and Dividend Performers teams review the market and the path forward during volitility.
Stephen Lee and Bill Fitzpatrick review Logan's domestic and international value portfolios and the Value Team's outlook for the remainder of the year.
We discuss the role the technology sector is playing in our growth and value strategies.
Stephen Lee & David Kafes review how Logan's team worth with mutual insurance companies to align their portfolio with the business goals.
Chris O’Keefe and Stephen Lee discuss the impact of the long bull run and what it means going forward.
We discuss the current markets and how we are investing proceeds from equity re-balances in to the fixed income side of the portfolio.