Three Components of Alpha Generation

  • 1) The universe of companies that have demonstrated consistent year-over-year dividend growth
  • 2) Copeland’s proprietary multi-factor ranking model
  • 3) Robust fundamental research process
philosophy

Past performance is no guarantee of future results. All portfolios are subject to market risks, including possible loss of principal, and there is no assurance that they will achieve their objective. The information provided does not take into account the specific objectives or circumstances of any particular investor. There is no guarantee that companies will declare dividends or, if declared, that they will remain at current levels or increase over time. Please refer to the Footnotes & Disclosures for important information.

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