COPELAND CAPITAL MANAGEMENT, LLC

HTTP://WWW.COPELANDCAPITAL.COM CONSHOHOCKEN, PA Investment Advisor How do I update this listing?

Copeland Capital Management is based out of Conshohocken. Copeland Capital Management is a large advisory firm with 1400 clients and discretionary assets under management (AUM) of $1,676,902,746 (Form ADV from 2019-09-20). Their last reported 13F filing for Q3 2019 included $1,935,623,000 in managed 13F securities and a top 10 holdings concentration of 21.15%. Copeland Capital Management's largest holding is Tetra Tech, Inc. with shares held of 528,034. Copeland Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 32 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $1.937 Billion
  • Prior Market Value $1.795 Billion
  • New Purchases8 stocks
  • Additional Purchases90 stocks
  • Sold out of10 stocks
  • Reduced holdings in32 stocks
  • Top 10 Holdings % 21.13 %
  • Turnover % [1]:12.68%
  • Turnover Alt % [2]: 12.34 %
  • Time Held Top20:4.10 quarters
  • Time Held Top10:3.00 quarters
  • Time Held All:13.60 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 5.35%
Performance Last 4 Quarters: 18.96%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Hillview Capital Advisers
SEI Investment Management Corp

View Last Form Adv Compilation Report on Record

COPELAND CAPITAL MANAGEMENT, LLC
Classified as Hedge Fund
EIGHT TOWER BRIDGE 161 WASHINGTON STREET, SUITE 1325
CONSHOHOCKEN PA    19428
Country: United States

Business Phone: (484) 351-3700
Fax: (484) 351-3658
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 23
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 1400
Amount of client funds and securities by related persons: 3,982,490
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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COPELAND CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-09-20
Name Title Start Date Direct/Indirect % Ownership
BROWN, ERIC, COPELAND MANAGING MEMBER, CEO / PORTFOLIO MANAGER 07/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CEO / PORTFOLIO MANAGER direct 2005-07-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-07-01
COPELAND CAPITAL MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER direct 2005-07-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-07-01
RORER, EDWARD, CRAWLEY MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER 08/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RORER ASSET MANAGEMENT LLC TRUSTEE indirect 1999-01-01
RORER ASSET MANAGEMENT LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER direct 1999-01-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER direct 2009-08-01
RORER ASSET MANAGEMENT LLC CHAIRMAN, CHIEF INVESTMENT OFFICER AND PRINCIPAL indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC CHAIRMAN, CHIEF INVESTMENT OFFICER AND PRINCIPAL indirect 1999-01-01 2008-10-10
COPELAND CAPITAL MANAGEMENT, LLC CHAIRMAN / PORTFOLIO MANAGER direct 2009-08-01 2013-03-28
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, CHAIRMAN / PORTFOLIO MANAGER direct 2009-08-01 2014-11-26
GIOVANNIELLO, MARK, WILLIAM MANAGING MEMBER, CIO / PORTFOLIO MANAGER 08/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CIO / PORTFOLIO MANAGER direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, CIO / PORTFOLIO MANAGER direct 2009-08-01
MCGONIGLE, DAVID, BRIAN MEMBER, PORTFOLIO MANAGER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PORTFOLIO MANAGER direct 2009-08-01
SPENCER, JAMES, CAMERON MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC DIRECTOR OF FIXED INCOME direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF FIXED INCOME direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME direct 2016-02-01
KIRK, KAREN, SUE MEMBER, DIRECTOR OF OPERATIONS 08/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC DIRECTOR OF OPERATIONS direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF OPERATIONS direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, CHIEF OPERATING OFFICER direct 2009-08-01
BARRETT, CHARLES, MICHAEL MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING 11/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, DIRECTOR OF SALES AND MARKETING direct 2010-11-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF SALES AND MARKETING direct 2010-11-01
COPELAND CAPITAL MANAGEMENT, LLC DIRECTOR OF SALES AND MARKETING direct 2010-11-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING direct 2010-11-01
WALKENHORST, JEFFREY, ALAN MEMBER, PORTFOLIO MANAGER 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2011-03-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PORTFOLIO MANAGER direct 2011-03-01
GRANADE, ERIK, BROOKS MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER 07/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER direct 2012-07-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER direct 2012-07-01
LEE, KENNETH, TAE SUK MEMBER, PORTFOLIO MANAGER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PORTFOLIO MANAGER direct 2015-01-01
BROWN, ETHAN, TEEL MEMBER, SENIOR TRADER 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF TRADING direct 2015-04-01
ADAMS, STEVEN, J. MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER 04/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MANAGERS INVESTMENT GROUP LLC CHIEF FINANCIAL OFFICER (IA) direct 2005-01-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER direct 2015-04-01
RORER ASSET MANAGEMENT LLC CONTROLLER AND PRINCIPAL direct 2000-01-01 2002-11-01
RORER ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT, DIRECTOR OF FINANCE AND PRINCIPAL direct 2003-01-01 2005-01-26
MANAGERS INVESTMENT GROUP LLC CHIEF FINANCIAL OFFICER direct 2005-01-01 2014-04-28
ROSALA, SOFIA MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ABERDEEN ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER, DEPUTY HEAD OF COMPLIANCE - AMERICAS direct 2015-03-01
ABERDEEN ASSET MANAGEMENT INC VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DEPUTY HEAD OF COMPLIANCE - AMERICAS direct 2015-03-01
ARDEN ASSET MANAGEMENT LLC VICE PRESIDENT, CCO direct 2015-12-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER direct 2016-03-01
COPELAND CAPITAL MANAGEMENT, LLC GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER direct 2016-03-01
FLAG CAPITAL MANAGEMENT, LLC VICE PRESIDENT, CCO direct 2015-09-01
CUMMINGS, JOHN, R MEMBER, RESEARCH ANALYST 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, RESEARCH ANALYST direct 2017-01-01
GODONIS, ANTHONY, WILLIAM MEMBER, DIRECTOR OF TRADING 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF TRADING direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
KATAMA CAPITAL FUND, LP United States 805-8159187974 Hedge Fund 3,982,491 500,000

COPELAND CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
BROWN, ERIC, COPELAND MANAGING MEMBER, CEO / PORTFOLIO MANAGER 07/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CEO / PORTFOLIO MANAGER direct 2005-07-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-07-01
COPELAND CAPITAL MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER direct 2005-07-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-07-01
RORER, EDWARD, CRAWLEY MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER 08/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RORER ASSET MANAGEMENT LLC TRUSTEE indirect 1999-01-01
RORER ASSET MANAGEMENT LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER direct 1999-01-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER direct 2009-08-01
RORER ASSET MANAGEMENT LLC CHAIRMAN, CHIEF INVESTMENT OFFICER AND PRINCIPAL indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC CHAIRMAN, CHIEF INVESTMENT OFFICER AND PRINCIPAL indirect 1999-01-01 2008-10-10
COPELAND CAPITAL MANAGEMENT, LLC CHAIRMAN / PORTFOLIO MANAGER direct 2009-08-01 2013-03-28
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, CHAIRMAN / PORTFOLIO MANAGER direct 2009-08-01 2014-11-26
GIOVANNIELLO, MARK, WILLIAM MANAGING MEMBER, CIO / PORTFOLIO MANAGER 08/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CIO / PORTFOLIO MANAGER direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, CIO / PORTFOLIO MANAGER direct 2009-08-01
MCGONIGLE, DAVID, BRIAN MEMBER, PORTFOLIO MANAGER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PORTFOLIO MANAGER direct 2009-08-01
SPENCER, JAMES, CAMERON MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC DIRECTOR OF FIXED INCOME direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF FIXED INCOME direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME direct 2016-02-01
KIRK, KAREN, SUE MEMBER, DIRECTOR OF OPERATIONS 08/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC DIRECTOR OF OPERATIONS direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF OPERATIONS direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, CHIEF OPERATING OFFICER direct 2009-08-01
BARRETT, CHARLES, MICHAEL MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING 11/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, DIRECTOR OF SALES AND MARKETING direct 2010-11-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF SALES AND MARKETING direct 2010-11-01
COPELAND CAPITAL MANAGEMENT, LLC DIRECTOR OF SALES AND MARKETING direct 2010-11-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING direct 2010-11-01
WALKENHORST, JEFFREY, ALAN MEMBER, PORTFOLIO MANAGER 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2011-03-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PORTFOLIO MANAGER direct 2011-03-01
GRANADE, ERIK, BROOKS MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER 07/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER direct 2012-07-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER direct 2012-07-01
LEE, KENNETH, TAE SUK MEMBER, PORTFOLIO MANAGER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PORTFOLIO MANAGER direct 2015-01-01
BROWN, ETHAN, TEEL MEMBER, SENIOR TRADER 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF TRADING direct 2015-04-01
ADAMS, STEVEN, J. MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER 04/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MANAGERS INVESTMENT GROUP LLC CHIEF FINANCIAL OFFICER (IA) direct 2005-01-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER direct 2015-04-01
RORER ASSET MANAGEMENT LLC CONTROLLER AND PRINCIPAL direct 2000-01-01 2002-11-01
RORER ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT, DIRECTOR OF FINANCE AND PRINCIPAL direct 2003-01-01 2005-01-26
MANAGERS INVESTMENT GROUP LLC CHIEF FINANCIAL OFFICER direct 2005-01-01 2014-04-28
ROSALA, SOFIA MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ABERDEEN ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER, DEPUTY HEAD OF COMPLIANCE - AMERICAS direct 2015-03-01
ABERDEEN ASSET MANAGEMENT INC VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DEPUTY HEAD OF COMPLIANCE - AMERICAS direct 2015-03-01
ARDEN ASSET MANAGEMENT LLC VICE PRESIDENT, CCO direct 2015-12-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER direct 2016-03-01
COPELAND CAPITAL MANAGEMENT, LLC GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER direct 2016-03-01
FLAG CAPITAL MANAGEMENT, LLC VICE PRESIDENT, CCO direct 2015-09-01
CUMMINGS, JOHN, R MEMBER, RESEARCH ANALYST 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, RESEARCH ANALYST direct 2017-01-01
GODONIS, ANTHONY, WILLIAM MEMBER, DIRECTOR OF TRADING 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF TRADING direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
KATAMA CAPITAL FUND, LP United States 805-8159187974 Hedge Fund 3,982,491 500,000

COPELAND CAPITAL MANAGEMENT, LLC

ownership team - last updated 2017-09-15
Name Title Start Date Direct/Indirect % Ownership
CUMMINGS, JOHN, R MEMBER, RESEARCH ANALYST 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, RESEARCH ANALYST direct 2017-01-01
ROSALA, SOFIA MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ABERDEEN ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER, DEPUTY HEAD OF COMPLIANCE - AMERICAS direct 2015-03-01
ABERDEEN ASSET MANAGEMENT INC VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DEPUTY HEAD OF COMPLIANCE - AMERICAS direct 2015-03-01
ARDEN ASSET MANAGEMENT LLC VICE PRESIDENT, CCO direct 2015-12-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER direct 2016-03-01
COPELAND CAPITAL MANAGEMENT, LLC GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER direct 2016-03-01
FLAG CAPITAL MANAGEMENT, LLC VICE PRESIDENT, CCO direct 2015-09-01
ADAMS, STEVEN, J. MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER 04/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MANAGERS INVESTMENT GROUP LLC CHIEF FINANCIAL OFFICER (IA) direct 2005-01-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER direct 2015-04-01
RORER ASSET MANAGEMENT LLC CONTROLLER AND PRINCIPAL direct 2000-01-01 2002-11-01
RORER ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT, DIRECTOR OF FINANCE AND PRINCIPAL direct 2003-01-01 2005-01-26
MANAGERS INVESTMENT GROUP LLC CHIEF FINANCIAL OFFICER direct 2005-01-01 2014-04-28
BROWN, ETHAN, TEEL MEMBER, DIRECTOR OF TRADING 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF TRADING direct 2015-04-01
LEE, KENNETH, TAE SUK MEMBER, PORTFOLIO MANAGER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PORTFOLIO MANAGER direct 2015-01-01
GRANADE, ERIK, BROOKS MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER 07/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER direct 2012-07-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER direct 2012-07-01
WALKENHORST, JEFFREY, ALAN MEMBER, PORTFOLIO MANAGER 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2011-03-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PORTFOLIO MANAGER direct 2011-03-01
BARRETT, CHARLES, MICHAEL MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING 11/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, DIRECTOR OF SALES AND MARKETING direct 2010-11-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF SALES AND MARKETING direct 2010-11-01
COPELAND CAPITAL MANAGEMENT, LLC DIRECTOR OF SALES AND MARKETING direct 2010-11-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING direct 2010-11-01
KIRK, KAREN, SUE MEMBER, DIRECTOR OF OPERATIONS 08/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC DIRECTOR OF OPERATIONS direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF OPERATIONS direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, CHIEF OPERATING OFFICER direct 2009-08-01
SPENCER, JAMES, CAMERON MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC DIRECTOR OF FIXED INCOME direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, DIRECTOR OF FIXED INCOME direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME direct 2016-02-01
MCGONIGLE, DAVID, BRIAN MEMBER, PORTFOLIO MANAGER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, PORTFOLIO MANAGER direct 2009-08-01
GIOVANNIELLO, MARK, WILLIAM MANAGING MEMBER, CIO / PORTFOLIO MANAGER 08/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CIO / PORTFOLIO MANAGER direct 2009-08-01
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, CIO / PORTFOLIO MANAGER direct 2009-08-01
RORER, EDWARD, CRAWLEY MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER 08/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RORER ASSET MANAGEMENT LLC TRUSTEE indirect 1999-01-01
RORER ASSET MANAGEMENT LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER direct 1999-01-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER direct 2009-08-01
RORER ASSET MANAGEMENT LLC CHAIRMAN, CHIEF INVESTMENT OFFICER AND PRINCIPAL indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC CHAIRMAN, CHIEF INVESTMENT OFFICER AND PRINCIPAL indirect 1999-01-01 2008-10-10
COPELAND CAPITAL MANAGEMENT, LLC CHAIRMAN / PORTFOLIO MANAGER direct 2009-08-01 2013-03-28
COPELAND CAPITAL MANAGEMENT, LLC MEMBER, CHAIRMAN / PORTFOLIO MANAGER direct 2009-08-01 2014-11-26
BROWN, ERIC, COPELAND MANAGING MEMBER, CEO / PORTFOLIO MANAGER 07/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CEO / PORTFOLIO MANAGER direct 2005-07-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-07-01
COPELAND CAPITAL MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER direct 2005-07-01
COPELAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
KATAMA CAPITAL FUND, LP United States 805-8159187974 Hedge Fund 4,149,390 500,000

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