Fund Inception | 12/27/2021 |
Name of Issuer | Copeland Funds |
Fund Advisor(s) | Copeland Capital Management, LLC |
Sub-Advisor(s) | -- |
Fund Managers for CISAX
Erik Granade
Portfolio Manager since 12/27/2021
Mr. Granade is the Head of International Equities at Copeland Capital Management. Prior to joining Copeland Capital Management in 2012, Erik was Chief Investment Officer and Portfolio Manager for Invesco's global equity team in Atlanta. Prior to joining Invesco, Mr. Granade was Head of International Equities at Cashman, Farrell & Associates in Philadelphia, PA. Preceding that, Mr. Granade worked at PNC Bank as a Senior International Equity Manager and a Securities Analyst. Mr. Granade received his B.A. in economics from Trinity College in Hartford CT and holds the CFA® designations.
Kenneth Lee
Portfolio Manager since 12/27/2021
Mr. Lee is a Portfolio Manager and a Principal at Copeland Capital Management. Ken is a Portfolio Manager for all of Copeland’s International and Global strategies. Prior to joining Copeland in January 2013, Ken was Portfolio Manager and Managing Director at Mercury Partners in Greenwich, CT, a multi-strategy investment firm offering hedge fund and long-only equity strategies. Ken managed Mercury’s Asia Special Situations Fund. Prior to Mercury, Ken was a Vice President at Deutsche Bank (New York) and an Associate at Wachovia Securities (New York), where he focused on Mergers & Acquisitions in their Real Estate, Lodging & Gaming Investment Banking Group. Previously, Ken was a management consultant at McKinsey & Company and AlixPartners, where he specialized in corporate restructuring and turnarounds for United States and Asian clients across consumer, technology, industrial, and telecommunications sectors. Ken holds a Master of Business Administration (MBA) from Harvard Business School and a BA in Economic History from Dartmouth College.