General Investing >> Money Manager Interviews >> January 25, 2010

Investing In Quality Growth Companies – Stephen S. Lee, Dana Stewardson & Al Besse – Logan Capital Management

Stephen S. Lee is a founder, portfolio manager and a member of the growth equity investment team for the firm. A graduate of Lehigh University with a BS degree in accounting, Stephen holds NASD Series 7, 24, 63 and 65 licenses. Before founding Logan Capital with his partners in 1993, Stephen was previously employed at Mercer Capital Management and Merrill Lynch. His involvement in the community includes serving on several Investment Committees and Foundation Boards, including the Investment Committee of The Pennsylvania Horticultural Society. He is also a trustee of The Gladwyne Montessori School.Al Besse is a founder and portfolio manager for the firm, and serves as Logan Capital's President. As a member of the growth equity investment team he is responsible for the firm's technical analysis effort. Prior to joining Logan Capital, Al was a Vice President at First Fidelity Bank serving as co-manager of the Charitable Equity Fund. During his decade at the bank, he played a key role in the formation and development of First Fidelity's $2 billion Institutional Funds Management Group. In 1991 he was named as the bank's Institutional Investment Professional of the Year. Al is a graduate of Haverford College (BA) and The Wharton School of the University of Pennsylvania (MBA).Dana H. Stewardson is a founder, portfolio manager and a member of the growth equity investment team for the firm. He has been in the investment business for twenty five years and has served his clients as a portfolio manager for several investment firms including Mercer Capital Management, Edward C. Rorer & Co. and Kidder, Peabody & Co. He serves on the boards of The Harriton Association, Bryn Mawr, The Wyck Association, Philadelphia, and as Chair of the Parents Council of The University of Pennsylvania. Dana is a graduate of Ohio Wesleyan University (BA) and is a member of The Financial Analysts of Philadelphia. Profile
TWST: Why don't we start with an overview of Logan Capital Management, and the portfolio that you want to discuss today?

Mr. Stewardson: For an overview, as I think you may know, we started our firm