COPELAND CAPITAL Overview

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 manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 107% of the manager's regulatory AUM.

COPELAND CAPITAL StockAlpha

+1.4%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

COPELAND CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CASY 3.01% Cons. Staples 3.6% 0.19% 0 12%
JKHY 2.58% Tech 4.42% 0.1% 1 3%
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FEATURED IN
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COPELAND CAPITAL Founders and Key Employees

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
Charles M. Barrett Managing Member, Director Of Sales And Marketing November-2010
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 Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

COPELAND CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis include:

 fundamental analysis may include, where relevant, a review of each company’s competitive position (within its industry and relative to the market as a whole), an evaluation of its return on capital and/or cash flow generation & use, its valuation, any regulatory concerns surrounding the company or its industry, insider ownership, etc.

 quantitative analysis identifies the characteristics that are predictive of future price out-performance by sectors and stocks. These characteristics are then monitored to support decisions on the relative weighting of sectors and stocks within the portfolios. The characteristics researched may include, but are not limited to, various measures of
dividend health and growth potential, valuation, business momentum, and the productivity of a company's operations.

 macro-economic analysis attempts to evaluate ...
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COPELAND CAPITAL Portfolio Concentration

COPELAND CAPITAL Location

EIGHT TOWER BRIDGE
161 WASHINGTON STREET, SUITE 1325
CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428

COPELAND CAPITAL Contact Information

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

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