Updates from our portfolio team on the markets, asset allocation and the economy.
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Stephen Lee reviews the opportunities in Growth for the remainder of the year
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1
Dividend Performers - Quarterly Review October 2021
9:06
9:06
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9:06
Chris O'Keefe reviews the third quarter of 2021
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A review of the quarter and our outlook for Logan's International Value portfolio.
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Stephen Lee's quarterly update on our Growth portfolios.
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1
Logan's Core Rebalance - What drove returns and what is next?
14:18
14:18
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14:18
Stephen Lee & Bill Fitzpatrick discuss the recent rebalance in our Core strategy
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Dan & Bill discuss the opportunities our international value team are seeing outside the US
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1
Increasing opportunities for Dividend Growth
10:52
10:52
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10:52
Chris O'Keefe and Dan Beckworth check in on the improving outlook for the Dividend Performers portfolio.
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1
Checking in on the opportunity in Value - One month later
7:53
7:53
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7:53
We get an update on the opportunity in Value given the recent move in the style.
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1
Looking for income in Value - opportunity in 2021?
9:50
9:50
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9:50
Bill Fitzpatrick shares his outlook on our Value portfolios.
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A round table with our Growth and Dividend Performers team on the opportunities in technology.
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Another quarter of positive returns - where do we go from here?
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1
Dividends Performers Quarterly Interview - 3Q 2020
9:05
9:05
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9:05
So far so good for the recovery - so where do we go from here?
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1
We look at the increasingly bumpy recovery and the health of the consumer
10:27
10:27
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10:27
Sarah Henry and Stephen offer a Logan Update
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1
How likely are we to test the March lows for the Equity markts?
11:58
11:58
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11:58
A technical take with Al Besse
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Dan Beckworth and Bill Fitzpatrick discuss the opportunities in our Value strategies.
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Chris O'Keefe, Sara Henry, and Stephen Lee review our outlook for the markets. Where is there opportunity>?
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We have a conversation with Bill Fitzpatrick from our value team on the security of dividends paid by the banks.
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We discuss the disconnect between the equity market performance and the headlines.
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We follow up on our discussion about how the nature of technology has changed over the past few years.
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1
Dividend Performers Quarterly Review - 1Q 2020
25:58
25:58
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25:58
We talk with the management team of Logan's Dividend Performers strategy to review the quarter and the team's outlook.
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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.
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Logan's Growth, Value, International and Dividend Performers teams review the market and the path forward during volitility.
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1
January 2019 Review with the Dividend Performers Team
23:07
23:07
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23:07
We discuss the portfolio's performance in 2019 and the outlook for 2020.
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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.
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1
Technology - Offering growth and the new utility?
10:49
10:49
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10:49
We discuss the role the technology sector is playing in our growth and value strategies.
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We welcome the newest member of the value team.
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1
Logan Update Aug 23, 2019 - An interesting end to an interesting week
8:05
8:05
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8:05
Quick update on the markets and our Growth outlook.
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1
July 2019 - Working with insurance companies
6:14
6:14
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6:14
Stephen Lee & David Kafes review how Logan's team worth with mutual insurance companies to align their portfolio with the business goals.
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Chris O’Keefe and Stephen Lee discuss the impact of the long bull run and what it means going forward.
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1
Logan Update June 27, 2019 - David Kafes and Stephen Lee @ NAMIC Management 2019
4:22
4:22
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4:22
We discuss the current markets and how we are investing proceeds from equity re-balances in to the fixed income side of the portfolio.
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