Jonathan H

Jonathan H is a Research Analyst and Principal at Copeland Capital Management, LLC, based in the greater Philadelphia area. In his current role, he is responsible for conducting in-depth research and analysis across global equity markets, primarily focusing on international and small-cap dividend growth strategies. As a Principal, he also participates in firm-level decision-making and contributes to portfolio management processes within Copeland’s international and small-cap investment teams.

Jonathan's expertise spans international equities, with a particular emphasis on identifying companies demonstrating sustainable dividend growth outside the United States. Before joining Copeland Capital Management in 2020, he served as a Research Associate at Capital Group, one of the world's largest investment management organizations, where he developed analytical capabilities covering diverse sectors and geographies. His experience at Capital Group and Copeland has provided him with a strong foundation in fundamental research, quantitative analysis, and portfolio construction focused on high-conviction, bottom-up stock selection.

He holds a Bachelor of Business Administration in Finance and Economics from the University of Hawaii - College of Business Administration, reflecting his solid academic background in investment disciplines. At Copeland Capital, Jonathan is recognized for his contribution to the firm's capability in international small-cap and dividend growth investing, helping oversee significant assets under management in these specialized strategies.