Copeland Capital Fund Manager Profile

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Type

Hedge Fund Manager

Location

Conshohocken PA US

Alternative Asset Classes

Established

2005

Firm Ownership

Investment Team Staff

Total Staff

Established in 2005, Copeland Capital is a Pennsylvania-based hedge fund manager. It focuses on dividend growth investing and manages different strategies across all capitalization ranges in traditional, international, and alternative products. The firm manages portfolios for high net worth individuals and other types of institutions, including corporate pension plans, educational and religious endowments, charitable foundations, health care institutions, and municipalities. Its strategies are available as separate accounts, manager models, mutual funds, and hedge funds. The firm manages the Katama Hedge Fund, a US domiciled long/short equity hedge fund utilizing the firm's focus on dividend growth investing.

Asset Class	No. of Funds Currently Managed	Strategies
Private Equity	-	-
Real Estate	-	-
Private Debt	-	-
Infrastructure	-	-
Natural Resources	-	-

Asset Class	No. of Funds Currently Managed	AuM	Date of AuM	Strategies
Hedge Funds	1			Long/Short Equity

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16 Known Decision Makers

Position	Location	Asset Class
Chairman, Principal and Member of Management and Investment Policy Committees	Conshohocken, US	HF
Chief Executive Officer, Portfolio Manager, Principal and Founder	Conshohocken, US	HF
Chief Investment Officer, Portfolio Manager, Principal	Conshohocken, US	HF
Chief Operating & Financial Officer	Conshohocken, US	HF
Director of Sales, Principal, Member of Management Committee	Conshohocken, US	HF

Showing 5 of 16 known decision makers at Copeland Capital

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2 Hedge Funds Managed

Fund Name	Share Classes	Inception Date	Core Strategy	Status	Latest AUM
			Long/Short Equity	Liquidated
	1		Long/Short Equity	Active

Showing 2 of 2 hedge funds managed by Copeland Capital