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 03/31/23. The fund's latest filing disclosed 4BN in positions, representing 295% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 03/31/23. The fund's latest filing disclosed 4BN in positions, representing 295% of the manager's regulatory AUM.
COPELAND CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
COPELAND CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IPAR | 2.38% | Cons. Staples | -5.89% | -0.09% | 3 | 6% | ||
| ENSG | 2.25% | Health | -2.81% | -0.08% | 1 | 5% | ||
|
Get the Full Report |
||||||||
FEATURED IN
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 ...
Get the Full Report
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 ...
Get the Full Report
COPELAND CAPITAL Portfolio Concentration
COPELAND CAPITAL Location
EIGHT TOWER BRIDGE
161 WASHINGTON STREET, SUITE 1325
CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428
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: null
Fax Number: (484) 351-3658
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
