Schafer Cullen

Jun 2025 → Dec 2025 · Publishes quarterly · 11 funds

Our archive holds 27 letters from Schafer Cullen, behind 28 investment theses. Every quote below is copied verbatim from the letter it came from.

Schafer Cullen’s own letters page

Letters

Companies

Moves

Theses

Theses · 28

Bridgestone Corporation
December 2025
Bridgestone is a leading premium tire maker with durable advantages, structural mix tailwinds, operational improvements, aligned ownership, and attractive valuation and yield.
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Companhia de Saneamento Básico do Estado de São Paulo - SABESP
December 2025
Sabesp is Brazil’s largest water utility benefiting from post-privatization efficiency gains, accelerated capex-led growth, and potential valuation re-rating amid ongoing privatization tailwinds.
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Novo Nordisk A/S
December 2025
Novo Nordisk is a metabolic health leader with durable GLP-1 advantages, expanding access and an oral launch supported by manufacturing scale and long-term platform growth at an attractive valuation and yield.
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Qualcomm Inc.
December 2025
Qualcomm is a leading semiconductor platform with dominant smartphone share and multiple AI-driven growth vectors across PCs, automotive, IoT, and inference at an attractive valuation and yield.
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Pool Corporation
December 2025
Pool Corporation is the leading U.S. pool equipment distributor with resilient repair/replacement demand, stabilizing earnings, and an attractive trough valuation with potential strategic interest.
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Union Pacific Corporation
December 2025
Union Pacific is a premier western U.S. railroad with network advantages, operational improvement, and potential merger synergies that support earnings growth and income.
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Weichai Power Co., Ltd.
December 2025
Weichai Power Co., Ltd. is set to benefit from AI data center generator growth, leading engine/HDT positions, LNG adoption, and logistics automation via Kion.
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John B. Sanfilippo & Son, Inc.
December 2025
John B. Sanfilippo & Son is a leading nut processor with integrated operations, resilient demand tailwinds, margin recovery potential, disciplined capital allocation, and attractive valuation.
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UnitedHealth Group Incorporated
December 2025
UnitedHealth Group is the largest US managed care company, taking margin and portfolio actions that support improved profitability and more consistent earnings growth at a reasonable valuation.
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Adobe
September 2025
Adobe is a competitive leader in digital content creation and customer experience software, poised for long-term growth through innovative AI integrations and attractive valuations relative to peers.
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Avient Corp
September 2025
Avient Corp is a global provider of specialized polymer materials and additives focused on high-margin markets like healthcare and defense, with strong execution and a strategic shift towards sustainable innovation and operational excellence, positioning it for growth and value outperformance.
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Becton Dickinson
September 2025
Becton Dickinson is a global medical technology provider poised for consistent mid-single-digit growth, with upcoming product launches and a strategic business separation expected to enhance its market position and profitability.
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Letter archive · 27

2025

Funds · 11

Schafer Cullen Emerging Markets High Dividend SMA3
Schafer Cullen Enhanced Equity Income3
Schafer Cullen Global High Dividend ADR3
Schafer Cullen High Dividend Value3
Schafer Cullen Small Cap Value Equity3
Schafer Cullen Value Equity3
Schafer Cullen Water Impact Strategy3
Schafer Cullen ESG Value Equity Strategy2
Schafer Cullen International High Dividend2
Schafer Cullen Global High Dividend Ord1
Schafer Cullen International High Dividend ORD1

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