General Investing >> Money Manager Interviews >> February 28, 2020

Investing in Growth Companies with Macro, Fundamental and Technical Characteristics

Lee, Stephen S.
Stephen S. Lee is a founding Principal of Logan Capital Management and the firm’s Treasurer. As a manager of growth portfolios, Mr. Lee plays an active role in the security selection for the firm’s large-cap growth and mid-to-large-cap growth portfolios. He is also a member of the fixed income team. Before founding Logan Capital with his partners in 1993, Mr. Lee was employed at Mercer Capital Management and Merrill Lynch. He is a graduate of Lehigh University with a B.S. in accounting. Profile
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TWST: Let's start, if you wouldn't mind, with an overview of Logan Capital's history and business today.

Mr. Lee: We're based just outside of