Copeland Capital Management, LLC is a 100% employee owned firm specializing in Dividend Growth investing
We manage strategies across every capitalization range in traditional, tactical, alternative and international products
We manage money for some of the largest institutions in the country including corporate pension plans, educational and religious endowments, charitable foundations, health care institutions and municipalities
Our strategies are available as
- Separate accounts
- Manager models
- Mutual funds
- Alternative vehicles
Sources: FactSet/Bloomberg/Copeland Capital Management. Past performance is no guarantee of future results. The information presented is intended to illustrate the return and volatility of Dividend Growers broken down by capitalization compared to their respective benchmarks. Returns shown include dividends reinvested. This is not the performance of any strategy overseen by Copeland and there is no guarantee that investors will experience the type of performance reflected in the information presented. Strategies managed by Copeland’s investment team are subject to transaction costs, management fees, trading fees or other expenses not represented in the information presented. Dividend Growers included stocks that raised dividends for 5 consecutive years. Standard deviation is a measure of the variability of returns-the higher the standard deviation, the greater the range of performance (i.e., volatility). You cannot invest directly in an Index.
For information on the Indices shown above as well as other important information, please refer to the Footnotes & Disclosures.