SOURCE: Copeland Capital

December 20, 2011 08:35 ET

Newfound Research Congratulates Copeland Capital Management, LLC for Its Risk Managed Dividend Growth Fund Exceeding $100 Million

BOSTON, MA--(Marketwire - Dec 20, 2011) - 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 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 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 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.

About Newfound Research LLC
Newfound Research LLC is a Boston-based financial technology and product innovation firm focused on tactical risk management. It provides data from its proprietary research and algorithms to investment professionals that drive dynamic and innovative investing and asset allocation strategies, including through mutual funds, SMAs, UMAs, hedge funds and other investment vehicles. Newfound Research's quantitative processes are used to help create a simple, repeatable investment process that attempts to avoid risk while allowing significant upside participation. Utilized by the most discriminating investment managers, they raise assets through performance and positioning enhancement. Newfound Research's risk management utilities range from proprietary tactical timing models and proprietary risk measures to customized allocation techniques. For more information about Newfound Research, please visit

*There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.
Prospectus - Investors should carefully consider the investment objectives, risks, charges and expenses of the Copeland Risk Managed Dividend Growth Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-888-9-COPELAND (1-888-926-7352). The prospectus should be read carefully before investing. The Copeland Risk Managed Dividend Growth Fund is distributed by Northern Lights Distributors, LLC member FINRA.
Risk - Mutual Funds involve risk including possible loss of principal. The Fund may invest in MLP's. Holders of MLP units have limited control and voting rights on matters affecting the partnership. In addition, there are certain tax risks associated with an investment in MLP units and conflicts of interest exist between common unit holders and the general partner, including those arising from incentive distribution payments. The Fund may invest in EIT's. A REIT's performance depends on the types and locations of the rental properties it owns and on how well it manages those properties. Real estate values rise and fall in response to a variety of factors, including local, regional and national economic conditions, interest rates and tax considerations. The adviser's judgments about the return tracking characteristics of securities may prove incorrect and may not produce the desired results. The fund may invest in small and medium capitalization companies and the value of these company securities may be subject to more abrupt or erratic market movements than those of larger, more established companies or the market averages in general. A higher portfolio turnover will result in higher transactional and brokerage costs. The Fund's performance may be more sensitive to any single economic, business, political or regulatory occurrence than the value of shares of a diversified investment company because as a non diversified fund, the Fund may invest more than 5% of its total assets in the securities of one or more issuers.

The Fund will not be able to replicate exactly the performance of the CDGR Index because the returns generated by the Fund's securities will be reduced by transaction costs. In addition, the Fund will incur expenses, such as management fees, not incurred by the CDGR Index.

S&P 500 Index is an unmanaged composite of 500 large capitalization companies. This index is widely used by professional investors as a performance benchmark for large-cap stocks. You cannot invest directly in an index and unmanaged index returns do not reflect any fees, expenses or sales charges.

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