Welcome!

News Feed Item

Copeland Capital Management Celebrates $1 Billion in AUM

CONSHOHOCKEN, Pa., Jan. 9, 2014 /PRNewswire/ -- Copeland Capital Management is pleased to announce that it has passed a significant milestone with over $1 Billion in assets under management. 

"While today's announcement is an important landmark in the growth of our firm, we are really just getting started," stated Eric Brown, Copeland's Founder and Chief Executive Officer.  "When we began our business development efforts three years ago, we managed just $100 million. Since then, we have had great success in educating the marketplace about the effectiveness of a Dividend Growth approach to investing across clients' entire portfolios."

"There is a general misconception in the marketplace that Dividend Growth is purely a domestic, large cap phenomenon," added Mark Giovanniello, Copeland's Chief Investment Officer.  "While we are extremely proud of our domestic large cap product, our research and our performance show that it pays to appreciate the historically strong returns and lower risk of Dividend Growth companies across all capitalization ranges, both in the United States and Internationally.  As a result, in recent years, we have expanded our offerings to include small and mid cap domestic strategies, a domestic long-short hedge fund, an international strategy, and both domestic and international tactical strategies."

Giovanniello continued, "By focusing on companies that have consistently increased their dividends, we partner with management teams that have demonstrated the ability to be disciplined allocators of shareholder capital. As a result, we believe we increase our hit rate of investment success. We also believe this results in limiting the incidence of severe declines in individual stocks, allowing our strategy to deliver a far more predictable and less volatile return pattern than other styles of investing that ignore the predictive power of Dividend Growth. At the same time, we think we can better participate in rising markets than other "defensive" strategies, because the rising dividend stream drives capital appreciation within our portfolio of stocks. This approach has allowed us to differentiate ourselves in areas such as small cap and mid cap, where people are accustomed to accepting much higher levels of risk for the potential of higher returns.  We suggest, and the returns of our strategies have demonstrated, that one can outperform with substantially less risk by focusing purely on companies with consistent Dividend Growth." 

"As successful as we have been, we feel our best days are ahead of us.  While we have delivered strong returns, the last few years have been challenging for our style of investing.  If market returns moderate, as we expect they might going forward, the likelihood that we will outperform should only increase," added Eric Brown.

"Our growth has been driven by more than just strong returns," noted Chuck Barrett, Director of Sales for Copeland. "Our business model, which employs one philosophy and process across all capitalization ranges in domestic, international and alternative strategies, has proven very attractive in the marketplace. Moreover, the fact that our strategies can be accessed in Separate Account, Model Delivery, Mutual Fund, and Hedge Fund formats, has been an important contributor to our early success.  We are fortunate to have been awarded significant institutional and sub-advisory mandates, while our mutual funds have been very well received in the RIA and Broker Dealer channels. Our model allows us to have the same conversation whether we are meeting with a plan sponsor, a consulting firm, or a platform research group at a broker dealer.  Rather than trying to sell a product, we spend our time with clients and prospective investors discussing the merits of Dividend Growth.  This approach ultimately allows them the choice of which strategy or vehicle type they would prefer in order to access our expertise."  

Past performance is not indicative of future results.

About Copeland Capital Management
Copeland Capital Management specializes in Dividend Growth Investing. We offer Dividend Growth strategies across all capitalization ranges in traditional, tactical and alternative products.   Copeland Capital Management is a 100% employee owned investment management firm headquartered in Conshohocken, PA.  Please contact Chuck Barrett, Director of Sales & Marketing for more information at (484) 351-3665 or [email protected]
Website:  www.copelandcapital.com

SOURCE Copeland Capital Management

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
@GonzalezCarmen has been ranked the Number One Influencer and @ThingsExpo has been named the Number One Brand in the “M2M 2016: Top 100 Influencers and Brands” by Analytic. Onalytica analyzed tweets over the last 6 months mentioning the keywords M2M OR “Machine to Machine.” They then identified the top 100 most influential brands and individuals leading the discussion on Twitter.
SYS-CON Events announced today that Grape Up will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on Oct. 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Grape Up is a software company specializing in cloud native application development and professional services related to Cloud Foundry PaaS. With five expert teams that operate in various sectors of the market across the U.S. and Europe, Grape Up works with a variety of customers from emergi...
The 20th International Cloud Expo has announced that its Call for Papers is open. Cloud Expo, to be held June 6-8, 2017, at the Javits Center in New York City, brings together Cloud Computing, Big Data, Internet of Things, DevOps, Containers, Microservices and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit your speaking proposal ...
SYS-CON Events announced today that Super Micro Computer, Inc., a global leader in compute, storage and networking technologies, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Supermicro (NASDAQ: SMCI), the leading innovator in high-performance, high-efficiency server technology, is a premier provider of advanced server Building Block Solutions® for Data Center, Cloud Computing, Enterprise IT, Hadoop/...
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo 2016 in New York. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be! Internet of @ThingsExpo, taking place June 6-8, 2017, at the Javits Center in New York City, New York, is co-located with 20th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry p...
Amazon has gradually rolled out parts of its IoT offerings in the last year, but these are just the tip of the iceberg. In addition to optimizing their back-end AWS offerings, Amazon is laying the ground work to be a major force in IoT – especially in the connected home and office. Amazon is extending its reach by building on its dominant Cloud IoT platform, its Dash Button strategy, recently announced Replenishment Services, the Echo/Alexa voice recognition control platform, the 6-7 strategic...
In his keynote at @ThingsExpo, Chris Matthieu, Director of IoT Engineering at Citrix and co-founder and CTO of Octoblu, focused on building an IoT platform and company. He provided a behind-the-scenes look at Octoblu’s platform, business, and pivots along the way (including the Citrix acquisition of Octoblu).
Bert Loomis was a visionary. This general session will highlight how Bert Loomis and people like him inspire us to build great things with small inventions. In their general session at 19th Cloud Expo, Harold Hannon, Architect at IBM Bluemix, and Michael O'Neill, Strategic Business Development at Nvidia, discussed the accelerating pace of AI development and how IBM Cloud and NVIDIA are partnering to bring AI capabilities to "every day," on-demand. They also reviewed two "free infrastructure" pr...
Everyone wants to use containers, but monitoring containers is hard. New ephemeral architecture introduces new challenges in how monitoring tools need to monitor and visualize containers, so your team can make sense of everything. In his session at @DevOpsSummit, David Gildeh, co-founder and CEO of Outlyer, will go through the challenges and show there is light at the end of the tunnel if you use the right tools and understand what you need to be monitoring to successfully use containers in your...
Developers want to create better apps faster. Static clouds are giving way to scalable systems, with dynamic resource allocation and application monitoring. You won't hear that chant from users on any picket line, but helping developers to create better apps faster is the mission of Lee Atchison, principal cloud architect and advocate at New Relic Inc., based in San Francisco. His singular job is to understand and drive the industry in the areas of cloud architecture, microservices, scalability ...
Data is an unusual currency; it is not restricted by the same transactional limitations as money or people. In fact, the more that you leverage your data across multiple business use cases, the more valuable it becomes to the organization. And the same can be said about the organization’s analytics. In his session at 19th Cloud Expo, Bill Schmarzo, CTO for the Big Data Practice at Dell EMC, introduced a methodology for capturing, enriching and sharing data (and analytics) across the organization...
The explosion of new web/cloud/IoT-based applications and the data they generate are transforming our world right before our eyes. In this rush to adopt these new technologies, organizations are often ignoring fundamental questions concerning who owns the data and failing to ask for permission to conduct invasive surveillance of their customers. Organizations that are not transparent about how their systems gather data telemetry without offering shared data ownership risk product rejection, regu...
Grape Up is a software company, specialized in cloud native application development and professional services related to Cloud Foundry PaaS. With five expert teams that operate in various sectors of the market across the USA and Europe, we work with a variety of customers from emerging startups to Fortune 1000 companies.
Financial Technology has become a topic of intense interest throughout the cloud developer and enterprise IT communities. Accordingly, attendees at the upcoming 20th Cloud Expo at the Javits Center in New York, June 6-8, 2017, will find fresh new content in a new track called FinTech.
SYS-CON Events announced today that Interoute, owner-operator of one of Europe's largest networks and a global cloud services platform, has been named “Bronze Sponsor” of SYS-CON's 20th Cloud Expo, which will take place on June 6-8, 2017 at the Javits Center in New York, New York. Interoute is the owner-operator of one of Europe's largest networks and a global cloud services platform which encompasses 12 data centers, 14 virtual data centers and 31 colocation centers, with connections to 195 add...