- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 3817 West Chester Pike Newtown Square PA United States of America 19073
- IPO Date
- Aug 8, 2022
- Business
- Logan Capital Broad Innovative Growth ETF (NYSE Arca: LCLG) is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing primarily in equity securities of large-cap U.S.-listed companies employing innovative technologies, ideas, or business models to achieve competitive advantages; these include common stocks, preferred stocks, American Depositary Receipts, rights, warrants, and initial public offerings, with a portfolio typically comprising 45-65 holdings concentrated in sectors such as technology, communication services, consumer cyclical, industrials, and financial services. The fund employs a proprietary multifactor ranking algorithm incorporating top-down macroeconomic analysis, bottom-up fundamental analysis of earnings growth drivers like pricing power and distribution channels, and technical confirmation for security selection, targeting companies with market capitalizations of at least $5 billion at purchase and resulting in allocations of approximately 94% to U.S. stocks, 4% to non-U.S. stocks, and minimal cash. Managed by Logan Capital Management, Inc., a 100% employee-owned registered investment adviser founded in 1993 and headquartered in Newtown Square, Pennsylvania, the ETF features a net expense ratio of 0.96%, annual dividend frequency, and total net assets exceeding $90 million as of late 2025.
Launched on August 8, 2022, as Logan Capital's inaugural ETF and a series of the Advisors Series Trust, LCLG represents the firm's extension of its large-cap growth expertise—originally developed through strategies dating back to 1997—into the exchange-traded fund market, building on a track record of identifying growth companies resilient to economic cycles amid technological advancements. The fund maintains a steady operational focus without reported major strategic shifts, partnerships, acquisitions, funding rounds, or new product launches in the last 1-2 years, prioritizing consistent execution of its active large-growth mandate slightly tilted toward aggressive innovation themes. Portfolio management is led by principals including Stephen Lee, Al Besse, and Dana Stewardson, with the fund available to U.S. investors through major exchanges and brokerages, pairing effectively with growth-at-a-reasonable-price or large-cap value complements.