Copeland Capital Surpasses $1B In AUM

Jan 9 2014 | 1:46pm ET

Conshohocken, PA-based Copeland Capital Management started 2014 with a bang: it surpassed $1 billion in assets under management.

That's rapid progress for a firm that just three years ago managed $100 million, progress Copeland attributes to its effectiveness in educating the marketplace about its dividend-growth approach to investing.

"There is a general misconception in the marketplace that dividend growth is purely a domestic, large cap phenomenon," said Copeland CIO Mark Giovanniello, in a statement. "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."

Copeland founder and CEO Eric Brown said that despite their recent success, they still believe their best days are ahead of them: “If market returns moderate, as we expect they might going forward, the likelihood that we will outperform should only increase," he said in a statement.

Copeland Capital Management offers dividend-growth strategies across all capitalization ranges in traditional, tactical and alternative products.  Copeland is a 100% employee-owned investment management firm.


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