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The Logan Update episodes
- How secure are the Dividends?
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.
10 min - Logan Update March 3, 2020
Logan's Growth, Value, International and Dividend Performers teams review the market and the path forward during volitility.
28 min - January 2019 Review with the Dividend Performers Team
We discuss the portfolio's performance in 2019 and the outlook for 2020.
24 min - An interview with the Value Team
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.
7 min - Technology - Offering growth and the new utility?
We discuss the role the technology sector is playing in our growth and value strategies.
11 min - 4 min
- Logan Update Aug 23, 2019 - An interesting end to an interesting week
Quick update on the markets and our Growth outlook.
9 min - July 2019 - Working with insurance companies
Stephen Lee & David Kafes review how Logan's team worth with mutual insurance companies to align their portfolio with the business goals.
7 min - The Bull Market at 10 years.
Chris O’Keefe and Stephen Lee discuss the impact of the long bull run and what it means going forward.
6 min - Logan Update June 27, 2019 - David Kafes and Stephen Lee @ NAMIC Management 2019
We discuss the current markets and how we are investing proceeds from equity re-balances in to the fixed income side of the portfolio.
5 min
About The Logan Update
From the publisher's feed
Updates from our portfolio team on the markets, asset allocation and the economy.