Copeland Capital Management


P R O C E S S

Our Investment Process


We only select from stocks that have increased their dividends for at least the past 5 years. Approximately 400 stocks are currently available in our stock universe.

Our multi factor models rate the relative attractiveness of each sector. Each of our Dividend Growth Strategies allows for different levels of sector weight dispersion relative to the benchmark

We rank stocks within their respective sectors based on fundamental factors oriented towards dividend stocks. Investments are focused on the highest ranked stocks within each sector.

Each of our Dividend Growth Strategies is designed to outperform its respective benchmark while taking on considerably less risk.

   
 

 

Relative Value Strategies

MARK W. GIOVANNIELLO, CFA
Portfolio Manager, CIO

Dividend Growth Strategy

ERIC C. BROWN, CFA
Founder, CEO

Past performance is not indicative of future results.

 

  Copyright © 2006-2011 Copeland Capital Management, LLC