Logan Capital Management, Inc.

01/15/2026

Managing Director and Portfolio Manager Bill Fitzpatrick shared insights about the potential impact of recent political polarization on markets in 2026 with CNBC

“The markets are priced essentially for the deals and the capital expenditures to take place with very little interruption, and I think that’s a risk to investors,” Bill shared. He added that investor worry could “certainly trigger a rotation into higher quality assets.”

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Stocks are riding high as 2025 wraps up, but friction in Washington could threaten performance in the new year.

01/08/2026

Lead Portfolio Manager Chris O’Keefe shared insights with about Micron’s strong revenue forecast renewing optimism for AI among investors and suggesting an emphasis on spending in the sector.

“There will be winners and losers in this, and that needs to get sorted out, but if you follow the earnings here, I wouldn’t give up on the AI trade,” he said. “I think that some of these stocks now have just huge upside given the pullbacks.”

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Stocks rose on Thursday as Wall Street weighed the latest inflation data, which came in lighter than expected.

05/21/2025

Bill Fitzpatrick, Managing Director & Portfolio Manager, joined Trading360 on Schwab Network to discuss the impact the 90-day pause on tariffs between the U.S. and China will have on the economy and markets. Bill shared, “Tariffs are here. It's going to be a cost of doing business. Companies are passing on these higher costs to the consumer. That's going to be a weight on the global economy, and investors need to be prepared for that.”

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05/19/2025

Our Managing Director and Lead Portfolio Manager Chris O’Keefe was featured in a recent MarketWatch video, sharing insights on how investors can identify dividend stocks positioned for sustained dividend growth.

Chris emphasized, “In this type of environment, what you're looking for are strong companies that have strong balance sheets, that consistent growth in earnings over time, and they have management teams that are focused on that. That's the kind of company that's going to drive you through tougher environments right now.”

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In times of market volatility, dividend stocks can provide a valuable second source of returns. Logan Capital Management's Chris O'Keefe discusses what investors should look for.

05/13/2025

Sarah Henry, Managing Director and Portfolio Manager, joined The Watch List with Nicole Petallides on Schwab Network to discuss a possible market rotation towards quality amid tariff uncertainty. “We’ve seen stocks with a long history of cash flow, returning cash to shareholders, and a focus on dividend growth come back into vogue in the early part of the year.”

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<p>“The consumer is in decent shape…and the hard data is not showing anything dramatic,” says Sarah Henry – but sentiment is dramatically changing, and she says that tends to precede a shift. She also sees an underlying trend in consumer behavio...

04/25/2025

Our Managing Director and Lead Portfolio Manager Chris O’Keefe was featured in the latest MarketWatch Invests’ video series discussing his outlook for dividend performers in this market environment, particularly focusing on financials, healthcare, and technology.

He shared, “Dividend growth stocks have been underperforming the overall market for some time. As a universe, they look undervalued. So you have great valuations, these are stalwarts that do well in tougher environments, so good place to be in this time.”

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In volatile markets, dividend stocks and ETFs can provide a valuable second source of returns. Amplify ETFs' Christian Magoon and Logan Capital Management's Chris O'Keefe discuss sectors and strategies for dividends and dividend growth.

03/28/2025

Sarah Henry, Managing Director and Portfolio Manager, shared her perspective with The Wall Street Journal on recent market gains driven by a shift in U.S. tariff policies. "Any respite from the tariff narrative feels like a sigh of relief for this market," Sarah observed, highlighting investor sentiment amid easing trade tensions.

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Led by consumer stocks and big tech shares, the Nasdaq Composite jumped 2.3% and the Dow industrials rose 1.4%, or nearly 600 points. Tesla shares surged 12%.

11/21/2024

Sarah Henry, Managing Director and Portfolio Manager, joined Schwab Network to discuss retail earnings. Sarah shares insight on how investments in technology are changing the retail space, “Keep in mind that all of these companies with scale and cash flow are investing behind these super computing capabilities, and with that, they are changing the way they come to market.”

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<p>“Target (TGT) to me is really interesting,” says Sarah Henry, “they have learned a lot” from Walmart (WMT) and have a lower multiple. Jan Rogers Kniffen likes Walmart (WMT) and Costco (COST) and thinks Target needs to “step up their....

10/31/2024

Stephen Lee visits the NYSE and talks with Douglas Yones about Logan Capital's Broad Innovative Growth ETF (ticker LCLG).

10/09/2024

In MarketWatch, Chris O'Keefe, Managing Director and Lead Portfolio Manager at Logan Capital offers his take on the resurgence of defensive sectors like utilities. He discusses the potential disconnect between the recent outperformance of these stocks and the underlying earnings growth.

He shared, “In an environment where earnings are going to be challenged by a slowing economy, we haven’t really seen a surge in earnings from the defensive names that would drive their valuations higher.”

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A previously unloved corner of the U.S. stock market has quietly emerged as one of the top performers on the S&P 500, reshaping Wall Street over the past few months.