Copeland Capital Management


N E W S R O O M

 

FOR IMMEDIATE RELEASE

Copeland Risk Managed Dividend Growth Fund Crosses $100 Million in AUM

Conshohocken, PA November 17, 2011 - Copeland Capital Management is pleased to announce that the Copeland Risk Managed Dividend Growth Fund (CDGRX) has passed the $100 Million mark in assets under management. This is Copeland’s first mutual fund offering. Prior to the launch of the Fund, Copeland exclusively managed institutional and retail separate accounts.

“We launched the Fund eleven months ago with $100,000 in assets and no selling agreements”, said Chuck Barrett, Director of Sales & Marketing for Copeland. “Today our Fund is available on many major platforms and has over $100 Million in assets. While we are pleased with these results, we continue to see significant demand for our product in the marketplace, and expect that this is just the first of many milestones we will achieve as the Fund grows.” (read article)

   
 


Tuesday, June 21, 2011

Copeland Risk Managed Dividend Growth Index Now Listed on NASDAQ

Since its March 31, 2000 inception date through March 31, 2011, the CDGR Index has returned +12.9% per year versus +0.7% annualized for the S&P 500 ("benchmark"). Over that eleven-year period, the CDGR has displayed a beta of only 0.29 relative to the benchmark potentially making it a strong contributor to the diversification of a traditionally constructed portfolio,... (read article)

   
 



Relative Value and Dividend Growth

Author: 123jump.com Staff
Ticker.com
Last Update: May 21, 2010


With the core advantages of customization and a direct dialogue in mind, Copeland Capital Management provides six investment strategies as part of its SMA product line-up. Portfolio managers Mark Giovanniello and Eric Brown offer insights into the firm’s Concentrated All Cap Relative Value Strategy and the Dividend Growth Strategy, whose common focus is on high quality businesses that are temporarily out of favor.

Read the article on ticker.com or download here.

 
 

Investment Commentary - The Copeland Review

   
 

The Copeland Review is a forward-looking investment quarterly on the markets and the economy which has been available to our clients for over ten years. Should you wish to see earlier issues, please contact us.

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