Newfound Research LLC, a financial technology and product innovation firm focused on tactical risk management, congratulates its client, Copeland Capital Management, LLC, for crossing $100 million in assets under management in the Copeland Risk Managed Dividend Growth Fund (CDGRX) in the Fund’s first year of operation. The Fund was launched in late December 2010. Copeland Capital utilizes Newfound Research’s risk management tools in its Copeland Risk Managed Dividend Growth Fund.

Under the license agreement between Newfound Research and Copeland Capital, Newfound Research provides Copeland Capital with its proprietary signals which recommend exposure to specific sectors of the S&P 500 Index. Exposure recommendation signals and other data generated from Newfound Research’s proprietary algorithms are used as important building blocks, including as risk management tools, by Copeland Capital and other Newfound Research clients in constructing and managing investment products and portfolios. Newfound Research has been offering risk management signals to clients since its founding in 2008.

“Copeland Capital has a well-established reputation for successfully managing dividend growth investment strategies across multiple capitalization ranges. The success of the Copeland Risk Managed Dividend Growth Fund demonstrates the merits of tactical investment products that combine Newfound Research’s unique and highly effective risk management tools with a sound investment strategy,”

said Eric C. Brown, Co-Portfolio Manager for the Fund and CEO of Copeland Capital Management.

The Copeland Risk Managed Dividend Growth Fund seeks to achieve its investment objectives of producing long-term capital appreciation and growth of portfolio income by purchasing equities of companies traded on a U.S. stock exchange with a market capitalization of $250 million and above, restricted to companies that have increased their dividends for at least five consecutive years. Copeland Capital believes that a company’s dividend growth rate is the key driver of stock price appreciation over time. The Fund also employs a tactical sector weighting methodology where it has the ability to completely avoid certain sectors and raise cash based on quantitative sector exposure recommendation signals, as determined by data from Newfound Research’s proprietary algorithms. The Fund sells securities when they no longer meet its fundamental dividend growth or quantitative sector selection criteria.