• Copeland White Paper I - Dividends & Tax Rates

    June 30, 2012 - As it stands today, barring a political compromise, the highest tax rate payable on dividends will jump from 15.0% to 43.4% for the 2013 tax year. That sets up two important questions for investors in dividend-oriented strategies. First, how will the securities of dividend payers and dividend growers perform relative to the market as investors are forced to share a larger portion of their income with the government? And second, will companies opt to put their cashflows to alternative uses, such as stock buybacks or M&A, rather than grow their dividends?


Copeland Review - Investment Commentary

  • So You’re Telling Me There’s a Chance - Q1 2017

    Many investors have been conditioned to believe that their likelihood of outperforming the market is akin to Lloyd’s chances of settling down happily ever after with Mary. Every day it seems that we read an article or see an interview in which we’re reminded that money continues to flow into passive investment vehicles on just such an assumption. However, despite the widely held nature of this view, we believe it is misguided.

    We submit that the odds for our portfolios are far better than “one in a million,” with very favorable chances of outperforming their benchmarks over time because of our disciplined Dividend Growth investment approach. By rigorously identifying and researching companies with strong future dividend growth potential, we actively tilt the odds of investment success in our favor.
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