Dividend Growth Investment Strategies

       
U.S Strategies
CLICK TO VIEW
Universe
Benchmark*
Vehicle Type
Above $5 billion in market cap with minimum of 3 years of Dividend Growth 
S&P 500
SMA, Model
Between $3 billion and $25 billion in market cap with consistent Dividend Growth
Russell
Mid Cap
SMA, Model
Between $250 million and $15 billion in market cap with consistent Dividend Growth
Russell
2500
SMA, Model
Between $250 million and $4 billion in market cap with consistent Dividend Growth
Russell
2000
SMA, Model
Between $100 million and $800 million in market cap with consistent Dividend Growth
Russell
Micro Cap
SMA
Above $250 million in market cap with 5 years of Dividend Growth
Russell
3000
SMA, Mutual Fund
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
Limited
Partnership
 
 
Non
U.S Strategies

CLICK TO VIEW
Universe
Benchmark*
Vehicle Type
Above $1 billion with consistent Dividend Growth
MSCI World
Ex-US
SMA
Between $500 million and $5.5 billion in market cap with consistent Dividend Growth
MSCI World
Ex-US Small
SMA
Above $1 billion with consistent Dividend Growth
MSCI World
Ex-US
Mutual Fund
 
 

* Please click on Appendix / Disclosure Section below for detailed information on each Index listed.

Copyright © 2006-2016 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