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LOGAN CAPITAL LAUNCHES INTERNATIONAL ETF (NYSE: LCIV)

The fund offers investors access to high-conviction international equity exposure based on a 20-year track record in developed markets

Logan Capital, an independent, privately owned Registered Investment Advisor, has launched its second exchange-traded fund (ETF), the Logan Capital International ETF (NYSE: LCIV). The ETF follows Logan Capital’s International Dividend ADR separately managed account (SMA) strategy, which has been managed continuously since 2006. The strategy takes a total return approach, seeking both income and capital appreciation.

The actively managed fund identifies 35-45 U.S.-traded securities of non-U.S. companies with high dividend yields and a longer-term investment horizon, primarily in developed markets, spanning 7-11 sectors and 10 or more countries with minimal exposure to emerging markets. The fund screens a universe of approximately 250-300 dividend-paying securities with minimum market capitalizations of $10 billion, then researches for low payout ratios, strong balance sheets, and strong cash flows before extensively analyzing financial statements and company fundamentals to make a final selection of holdings.

“International equities have been underloved and underallocated for more than a decade, largely because U.S. markets dominated returns over that same period,” said Bill Fitzpatrick, CFA, Portfolio Manager at Logan Capital. “That dynamic is shifting. Dollar weakness and attractive valuations make the case for international allocation more compelling today than it has been in years. This ETF gives advisors a disciplined, institutionally-managed vehicle to act on that opportunity.”

LCIV is structured to serve as a complement for U.S. investors who are overweight domestic equities, particularly technology. The fund provides diversification across sectors and countries that many client portfolios currently lack.

“We built this ETF for advisors looking for a tool that offers genuine diversification alongside an income-oriented investment objective,” said Dan Gruemmer, CFA, Portfolio Manager at Logan Capital. “The Logan Capital team has managed this strategy for more than 20 years. Bringing it to the ETF structure makes it accessible to a much broader advisor audience.”

The Logan Capital International ETF is the firm’s second ETF, following the 2022 launch of the Logan Capital Large Cap Growth ETF (NYSE: LCLG). The fund is administered through a series trust structure managed by U.S. Bank and will be available on the NYSE.

For more information on Logan Capital, please visit https://logancapital.com or https://logancapitalfunds.com.

About Logan Capital Management, Inc.

Logan Capital Management, Inc. (Logan Capital) is a 100 percent privately owned registered investment advisor (RIA) based in Newtown Square, Pennsylvania. Founded in 1993 by Al Besse, Stephen Lee, and Dana Stewardson, the firm partners with financial advisors and also serves institutional and individual investors directly. Logan manages portfolios with steadiness, intellectual rigor, and a transparent, research-driven process, offering 10 growth, value, and fixed income strategies designed to meet a wide range of financial goals. Learn more at www.logancapital.com, or https://logancapitalfunds.com

Risk Disclosures:

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, visit our website at https://logancapitalfunds.com/. Read the prospectus or summary prospectus carefully before investing.

Exchange Traded Fund investing involves risk. Principal loss is possible. Investments in foreign securities involve political, economic and currency risks, greater volatility and differences in accounting methods. These risks are greater for emerging markets. The ETF may make short sales of securities, which involves the risk that losses may exceed the original amount invested in the securities. The ETF may use leverage which may exaggerate the effect of any increase or decrease in the value of portfolio securities or the Net Asset Value of the Fund, and money borrowed will be subject to interest costs. The ETF may purchase and sell options on securities which may be subject to greater fluctuations in value than an investment in the underlying securities. Purchasing and writing put and call options are highly specialized activities and entail greater than ordinary investment risks. The ETF may purchase securities of companies that are offered pursuant to an IPO which may fluctuate considerably, may be subject to liquidity risk and could have a magnified impact on Fund performance. By investing in other mutual funds and ETFs, the Fund will bear any share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of those funds including brokerage costs.

Please refer to the prospectus for important information about the investment company including objectives, risks, charges, and expenses. Read and consider it carefully before investing. You may also obtain a hard copy by calling 1-800-617-0004.

Investing involves risk. Principal loss is possible. The ETF is distributed by Quasar Distributors, LLC

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