Copeland Risk Managed Dividend Growth Fund Celebrates $500 Million in AUM
CONSHOHOCKEN, Pa., Dec. 3, 2013 /PRNewswire/ -- Copeland Capital Management is pleased to announce that the Copeland Risk Managed Dividend Growth Fund (CDGRX) has passed a significant milestone with over $500 million in assets under management.
"We launched the Fund less than three years ago with $100,000 in assets and no selling agreements. Today it is available on most major platforms and has more than $500 million in assets," said Chuck Barrett, Director of Sales & Marketing for Copeland. "We think the Fund's success reflects the unique solution that it offers advisors and their clients."
Barrett continued, "Despite strong equity market returns over the last several years, the experience of the financial crisis and market meltdown of 2008 is still fresh in most people's minds. As a result, it appears two classes of investors have arisen. One group has remained in cash or conservative fixed income products, despite a need for long-term capital appreciation and inflation protection; the other has reluctantly waded back into equities, despite acknowledging that it can't afford another sizeable market downdraft. With the equity markets now at historic highs and interest rates having risen sharply of late, we've noticed that the fears of both groups have only become more acute. Fortunately, we believe that by combining a portfolio of Dividend Growth stocks with a tactical approach that has the ability to go to 100% cash in order to preserve principal, the Copeland Risk Managed Dividend Growth Fund offers a solution to both concerns."
"We don't profess to have an opinion on the overall market," said Mark Giovanniello, Copeland's Chief Investment Officer and Co-Portfolio Manager of the Fund. "Nor do we have great faith in anyone's ability to consistently make accurate market calls. We do have great faith however in our ability to find and invest in the best Dividend Growth companies. We rely on a partner firm, Newfound Research, an industry leader in quantitative modeling, to tell us when sectors are trending positively or negatively. When a sector turns negative, we sell our names in that sector. If enough sectors turn negative the Fund has the ability to raise cash with the objective of protecting principal."
"There are three inputs to the investment process," added Eric Brown, Copeland's Founder, Chief Executive Officer and Co-Portfolio Manager of the Fund. "The first component is the universe of Dividend Growth stocks that have outperformed the broader market with less risk over time. The second component is Copeland's ability to choose the best names from within that already compelling universe of Dividend Growth stocks. The third part of the process is the sector signal input we receive from Newfound Research that we use as a repeatable, rules based, risk control mechanism."
"Unlike many "tactical" funds available in the marketplace, we don't invest in ETFs," Barrett added. "We take advantage of Copeland's expertise in Dividend Growth investing by owning individual companies across all capitalization ranges that have raised their dividends every year for at least the last five consecutive years. We believe this approach gives us a distinct advantage, especially in years like 2013 where there's been no need for "tactical" moves and we have benefited from our individual stock selection."
Eric Brown added to his comments, stating, "The Fund has been so well received that we launched an International version of the strategy and hired Erik Granade, a former Chief Investment Officer of Global Equities at Invesco, to be the lead Portfolio Manager. We launched the International Risk Managed Dividend Growth Fund (IDVGX) in late 2012. We are equally encouraged by the reception of IDVGX in the marketplace and look forward to partnering with advisors to help them add International exposure to their client's portfolios by utilizing the same Dividend Growth philosophy and methodology that has been so successful with our Domestic Fund."
This is an actively managed dynamic portfolio. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. Past performance is not a guarantee 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].
Websites: www.copelandcapital.com; www.copelandfunds.com
NLD Review Code: 2941-NLD-11/26/2013
Copeland Capital Management, LLC and Northern Lights Distributors, LLC are not affiliated.
Prospectus Disclosure - There is no guarantee that the Fund will achieve its objectives, generate positive returns, or avoid losses. Investors should carefully consider the investment objectives, risks, charges and expenses of the Copeland Risk Managed Dividend Growth Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-888-9-COPELAND or visiting www.COPELANDFUND.com. The prospectus should be read carefully before investing. The Copeland Risk Managed Dividend Growth Fund is distributed by Northern Lights Distributors, LLC member FINRA. Copeland Capital Management, LLC is not affiliated with Northern Lights Distributors, LLC.
Risk Disclosures - Mutual funds involve risk including possible loss of principal. There is no assurance that the Fund will achieve its investment objectives.
The Fund may invest in publicly traded Master Limited Partnerships (MLP). Holders of MLP units have limited control and voting rights on matters affecting the partnership. In addition, there are certain tax risks associated with an investment in MLP units and conflicts of interest exist between common unit holders and the general partner, including those arising from incentive distribution payments. The Fund may invest in Real Estate Investment Trusts (REIT). A REIT's performance depends on the types and locations of the rental properties it owns and on how well it manages those properties. Real estate values rise and fall in response to a variety of factors, including local, regional and national economic conditions, interest rates and tax considerations. The adviser's judgments about the return tracking characteristics of securities may prove incorrect and may not produce the desired results.
The Fund may invest in small and medium capitalization companies and the value of these company securities may be subject to more abrupt or erratic market movements than those of larger, more established companies or the market averages in general. A higher portfolio turnover will result in higher transactional and brokerage costs. The Fund's performance may be more sensitive to any single economic, business, political or regulatory occurrence than the value of shares of a diversified investment company because as a non-diversified fund, the Fund may invest more than 5% of its total assets in the securities of one or more issuers.
SOURCE Copeland Capital Management
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