Logan Stone Capital, LLC

Overview

Logan Stone Capital, LLC is a private investment firm specializing in fixed income and municipal bond strategies. The firm was founded in August 2007 by Matthew Herman and Matthew Leffler, who previously worked together at a proprietary trading firm developing systematic, non-directional trading models. These models emphasized generating consistent returns with limited downside risk, focusing on less crowded market areas to capture a greater 'edge'. Established with principles learned from managing proprietary capital, Logan Stone Capital emphasizes robust portfolio construction, niche market focus, and risk mitigation. The firm's ongoing research seeks to identify new sources of inefficiency between similar or highly related securities, expanding its investment capacity. The principals have significant personal capital invested alongside their clients. Logan Stone Capital is registered with the U.S. Securities and Exchange Commission as an investment adviser, offering discretionary investment advisory and portfolio management services for individual and institutional investors. The firm manages assets through separately managed accounts and private funds, investing in U.S. and international equity, fixed income, mutual funds, exchange-traded funds, and other assets. The firm's investment philosophy centers on delivering a highly differentiated, steady stream of returns with carefully managed risks for its clients.

Investment Focus

• Discretionary investment advisory and portfolio management services for individual and institutional investors.