LCLG Profile
The Logan Capital Broad Innovative Growth ETF aims to capitalize on the growth potential of companies that leverage cutting-edge technologies and innovative ideas to outperform their competitors. Under normal market conditions, the fund primarily invests in securities of companies recognized for their advanced technological capabilities or groundbreaking business models. This focus on innovation is intended to capture the value generated by firms that are driving progress across various sectors, such as technology, healthcare, and consumer services.
The ETF predominantly targets large-capitalization equity securities traded on U.S. exchanges, reflecting its strategy to invest in established companies with substantial market influence and resources. These companies are typically leaders in their respective industries, benefiting from economies of scale and advanced technological advantages. By concentrating on large-cap stocks, the fund seeks to provide investors with access to well-established firms that are at the forefront of technological and business innovation.
In addition to its primary focus on U.S. equities, the Logan Capital Broad Innovative Growth ETF has the flexibility to invest up to 20% of its total assets in securities of foreign issuers, including those based in emerging markets. This allocation allows the fund to diversify its holdings and tap into global innovation trends, capturing opportunities in international markets where significant technological advancements and growth potential exist. The inclusion of foreign securities broadens the fund's investment scope and enhances its ability to benefit from global technological developments.
Managed by Logan Capital Management, the ETF benefits from the firm’s expertise in identifying growth opportunities driven by innovation. Logan Capital is known for its strategic approach to investing in companies with strong potential for innovation and market leadership. The fund is particularly suited for investors seeking exposure to dynamic growth companies that are shaping the future of their industries through technological advancements and innovative practices.
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