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About Charles M. Barrett of COPELAND CAPITAL

Charles M. Barrett is Managing Member, Director Of Sales And Marketing at Copeland Capital Management Llc and has been affiliated with Copeland Capital Management Llc since November-2010.

Copeland Capital Management Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions. The managers's latest filing has disclosed 1BN in positions, which represents 100% of the manager's regulatory AUM.

For more on Copeland Capital Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: +1%/yr

Co-workers of Charles M. Barrett at COPELAND CAPITAL

Name Title In Position Since
Eric C. Brown Managing Member, Ceo / Portfolio Manager July-2005
Edward C. Rorer Managing Member, Chairman / Portfolio Manager August-2009
Mark W. Giovanniello Managing Member, Cio / Portfolio Manager August-2009
David B. Mcgonigle Member, Portfolio Manager August-2009
James C. Spencer Member, Director Of Fixed Income August-2009
Karen S. Kirk Member, Director Of Operations August-2009
Barbara A. Grosso Member, Chief Compliance Officer April-2015
Jeffrey A. Walkenhorst Member, Portfolio Manager March-2011
Erik B. Granade Managing Member, Head Of International Equities / Portfolio Manager July-2012
Kenneth T. Lee Member, Portfolio Manager January-2015
Ethan T. Brown Member, Director Of Trading April-2015
Steven J. Adams Managing Member, Chief Financial Officer And Chief Operating Officer April-2015

COPELAND CAPITAL Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CASY 4.01652% Cons. Staples -12.66% -4.71% -0.34% 1 9%
JKHY 2.35831% Tech -5.97% 10.04% -0.33% 1 6%
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Charles M. Barrett Office Address

CONSHOHOCKEN, Pennsylvania

Charles M. Barrett Contact Information

Phone Number: (484) 351-3700
Fax Number: (484) 351-3658



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