Alternative Investments

 

U.S Strategy
Universe
Benchmark
Vehicle Type
Risk Managed
Long-Short
Long: Above $250 million in market cap with 5 years of Dividend Growth
Short: Any stock that pays little or no dividend
Credit Suisse Hedge
Fund® Index
Hedge Fund
 
Please click on Appendix / Disclosure Section below for detailed information on each Index listed. 


For more information about any of our Alternative Investment strategies, please contact:

Chuck Barrett
Principal
Director of Sales & Marketing

(484) 351-3665 Office
(202) 221-7141 Cell
cbarrett@copelandcapital.com 


All investors in an alternative investments fund must be "Accredited Investors," as defined in Regulation D under the Securities Act of 1933. An investment in alternative strategies is speculative and involves substantial risks. It is possible that investors may lose some or all of their investment. In general, alternative investments involve a high degree of risk, including potential loss of principal invested. These investments can be highly illiquid, charge higher fees than other investments, and typically do not grow at an even rate of return and may decline in value. In addition, past performance is not necessarily indicative of future results.

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Atlanta Office

Copeland Capital Management, LLC
1230 Peachtree St., NE, Suite 1900
Atlanta, GA 30309

Corporate Headquarters

Copeland Capital Management, LLC
Eight Tower Bridge
161 Washington St.
Suite 1325
Conshohocken, PA 19428
484-351-3700

Boston Office

Copeland Capital Management, LLC
62 Walnut St., Flr 3
Wellesley, MA 02481