Logan Capital Management, Inc.

Managing Director and Portfolio Manager Sarah Henry joined Reuters TV to discuss earnings season. She highlights how consumer staples companies like P&G face an increasingly cost-conscious consumer. 

Christopher O'Keefe, CFA, Managing Director and lead portfolio manager of Dividend Performers, outlines his outlook for 2024. https://lnkd.in/eY_nghY4

Stephen Lee, founder and growth portfolio manager, talks about his outlook for 2024 with a focus on the types of companies we believe will do well in this environment.

In an interview with Reuters, our Managing Director and Lead Portfolio Manager Christopher O'Keefe, CFA shared insights on recent economic data, interest rates, and #inflation. He shared, “I also think inflation behind wages has been a factor. Shop to shop, it is getting a little bit more #expensive to hire people because #wages are just that much higher.” #wageinflation https://lnkd.in/dspgz8HU

Managing Director and Portfolio Manager Bill Fitzpatrick, CFA discussed key inflation data and the start of earnings season in an interview with Reuters TV. He shared, “The earnings growth, the earnings season, everything we hear from the companies, really should be the driver of financial performance over the next few months here. Not the CPI numbers.”  #earningsseason Watch the full interview here: https://lnkd.in/eBxThfe7

Ahead of the Q2 earnings season, our Managing Director and Portfolio Manager Sarah Henry was featured in the Wall Street Journal discussing markets and the state of the economy. “The economy really seems impervious to a slowdown,” she shared, as investors brace for what quarterly results and commentary will unveil about the consumer. Read the full article here: https://lnkd.in/evhhx99c

Meta announced a new AI offering in addition to Q1 earnings. Principal Stephen Lee shared his thoughts on the company's willingness to invest in innovative technology. Read the full article! https://lnkd.in/dBsjfZau #innovation

Our Principal, Stephen Lee, recently shared his insights with MarketWatch on how strong economic growth in the U.S. and other factors are influencing oil prices. He shared, “Oil is now more demand-related than [related to conflicts in] the Middle East.” Please note: Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage. The value of commodity-linked derivative instruments may be affected by changes in overall market movements, commodity index volatility, changes in interest rates or factors affecting a particular industry or commodity, such as drought, floods, weather, livestock disease, embargoes, tariffs and international economic, political and regulatory developments. Use of leveraged commodity-linked derivatives creates an opportunity for increased return but, at the same time, creates the possibility for greater loss. All investments involve risk - coins and bullion are no exception. The value of bullion and coins is affected by many economic circumstances, including the current market price of bullion, the perceived scarcity of the coins and other factors. Therefore, because both bullion and coins can go down as well as up in value, investing in them may not be suitable for everyone. Since all investments, including bullion and coins, can decline in value, you should understand them well, and have adequate cash reserves and disposable income before considering a bullion or coin investment. Indices are unmanaged and investors cannot invest directly in an index. Unless otherwise noted, performance of indices does not account for any fees, commissions or other expenses that would be incurred. Returns do not include reinvested dividends. The Standard & Poor's 500 (S&P 500) Index is a free-float weighted index that tracks the 500 most widely held stocks on the NYSE or NASDAQ and is representative of the stock market in general. It is a market value weighted index with each stock's weight in the index proportionate to its market value. The US Dollar Index (USDX, DXY) is an index (or measure) of the value of the United States dollar relative to a basket of foreign currencies, often referred to as a basket of US trade partners' currencies.

Logan Capital Management has a great entry-level position for a Portfolio Administrator PA) to work on our Administration Team. This person will be responsible for maintaining the quality, accuracy and integrity of client information and data in the various systems we use, and production and distribution of accurate client reports and quarterly statements. The PA will learn to use eMoney, Salesforce and Clearwater Analytics. The PA will also assist the Chief Compliance Officer with Compliance record keeping.   The ideal candidate will have these skills: ·        Is a self-starter who efficiently manages time, goals and capacity ·        Has excellent verbal and written communication skills ·        Collaborates effectively to complete projects and meet deadlines ·        Strong computer skills and knowledge of the Office Suite ·        Attention to detail and accuracy ·        Ability and willingness to work overtime as required   What will you do? ·        Transition new accounts by opening and preparing them for trading ·        Review contracts to determine client reporting requirements ·        Work with portfolio managers and traders ·        Maintain relationships with the client’s custodians ·        Stay abreast of the Fiduciary Rule, and assist Relationship Managers in the use of eMoney to review clients' financial plans ·        Help train clients on the use of eMoney ·        Reconcile records with external custodian ·        Interface with management to provide requested reports as needed ·        Interface with other staff members to ensure accurate information and reports ·        Assist with operations process enhancements ·        Maintain client proxy voting records ·        Liaise with Wrap Program sponsors ·        Assist CCO with Compliance record keeping   Qualifications: ·        Ability to work well under pressure ·        Ability to work with supervision in a team environment ·        Strong organizational skills and the ability to plan, schedule and execute activities and functions in a timely manner ·        Ability to manage multiple requests with appropriate prioritization and follow up ·        Excellent oral/written communication ability ·        Strong ability with word processing, spreadsheet, database, and accounting software ·          Education and/or Experience:  ·        Bachelor's degree in an accounting, finance, information systems, or equivalent experience   Certificates, Licenses and Registrations:  ·        Advent Back Office Certification a plus   Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ·        Stand and/or sit for extended periods of time ·        Lift boxes up to 40 pounds in weight

Watch this video about accessing a non-US "world" of opportunity with Bill Fitzpatrick, CFA, Managing Director and portfolio manager who focuses on high-dividend strategies both in and outside the US. https://lnkd.in/e4XXxJnX