Copeland Capital Management, LLC
Copeland Capital Management, LLC is an asset management firm headquartered in Conshohocken, Pennsylvania. Founded in 2005, Copeland focuses on managing equity portfolios and serves institutional investors, financial advisors, and individual clients. The firm employs approximately 30 professionals, many of whom are investment specialists and brokers. Copeland is recognized for its disciplined approach to dividend growth investing and its commitment to client service.
Investment Strategy
Copeland Capital Management employs a dividend growth-focused investment strategy, aiming to identify and invest in companies with sustainable and increasing dividends over time. The firm emphasizes fundamental analysis, portfolio diversification, and a long-term perspective. Copeland believes that companies consistently growing their dividends offer appealing risk-adjusted returns and resilience across market cycles. They provide both core and specialty equity portfolio strategies tailored for institutions and high-net-worth individuals.
Top Holdings
Equity Positions (277)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ENSG | ENSIGN GROUP INC | 2.44% | $117.0M | 677,199 | $42.69 | $172.77 | -$6.3M |
E EHC | ENCOMPASS HEALTH CORP | 2.13% | $102.4M | 806,542 | $52.28 | $127.02 | -$9.1M |
V VMI | VALMONT INDS INC | 1.79% | $86.1M | 222,154 | $238.69 | $387.73 | +$10.4M |
P PSMT | PRICESMART INC | 1.74% | $83.5M | 688,593 | $85.66 | $121.19 | +$7.2M |
L LMAT | LEMAITRE VASCULAR INC | 1.71% | $82.3M | 940,328 | $41.22 | $87.51 | +$65.5K |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Principal, Director of Trading | Philadelphia, PA , United States | |
 | Principal and Performance and Risk Analytics Manager | West Chester, PA , United States | |
 | Portfolio Manager | Philadelphia, PA , United States | |
K Kenneth Lee | Principal and Portfolio Manager | Philadelphia, PA , United States | |
 | Vice President - Regional Director | Manchester, NH , United States | |
D Dave McGonigle | Principal, Portfolio Manager | Haddonfield, NJ , United States | |
 | Vice President | External Wholesaler | Houston, TX , United States | |
W Will Kwak | Principal | Conshohocken, PA , United States |