Research

Current
   

Research

  • Copeland White Paper I - Dividends & Tax Rates

    June 30, 2012 - As it stands today, barring a political compromise, the highest tax rate payable on dividends will jump from 15.0% to 43.4% for the 2013 tax year. That sets up two important questions for investors in dividend-oriented strategies. First, how will the securities of dividend payers and dividend growers perform relative to the market as investors are forced to share a larger portion of their income with the government? And second, will companies opt to put their cashflows to alternative uses, such as stock buybacks or M&A, rather than grow their dividends?

 

Copeland Review - Investment Commentary

  • So You’re Telling Me There’s a Chance - Q1 2017

    Many investors have been conditioned to believe that their likelihood of outperforming the market is akin to Lloyd’s chances of settling down happily ever after with Mary. Every day it seems that we read an article or see an interview in which we’re reminded that money continues to flow into passive investment vehicles on just such an assumption. However, despite the widely held nature of this view, we believe it is misguided.

    We submit that the odds for our portfolios are far better than “one in a million,” with very favorable chances of outperforming their benchmarks over time because of our disciplined Dividend Growth investment approach. By rigorously identifying and researching companies with strong future dividend growth potential, we actively tilt the odds of investment success in our favor.
To subscribe to the Copeland Review, click here.
Archives
 

The Copeland Review is a forward-looking investment quarterly on the markets and the economy which has been available to our clients for over ten years. Should you wish to see earlier issues, please contact us.

 

   

 

Copyright © 2006-2017 Copeland Capital Management, LLC
 

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