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Copeland’s Risk Managed Dividend Growth Fund passes USD500m in AUM


Copeland Capital Management’s Risk Managed Dividend Growth Fund (CDGRX) has passed USD500m in assets under management. 

"We launched the fund less than three years ago with USD100,000 in assets and no selling agreements. Today it is available on most major platforms and has more than USD500m in assets," says Chuck Barrett, director of sales and marketing for Copeland. "We think the fund's success reflects the unique solution that it offers advisors and their clients.
"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 per cent cash in order to preserve principal, the Copeland Risk Managed Dividend Growth Fund offers a solution to both concerns."
"There are three inputs to the investment process," says 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."
The company launched an International version of the strategy in 2012 and hired Erik Granade, a former chief investment officer of global equities at Invesco, to be the lead portfolio manager. 

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