Schafer Cullen
Schafer Cullen Emerging Markets High Dividend SMA
Emerging markets Income
Jun 2025 → Dec 2025
Our archive holds 3 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year — follow all of Schafer Cullen for every strategy.
Its investment theses
- Weichai Power Co., Ltd.Dec 2025Weichai Power Co., Ltd. is set to benefit from AI data center generator growth, leading engine/HDT positions, LNG adoption, and logistics automation via Kion.
- Midea GroupSep 2025Midea Group is a leading Chinese appliance maker poised for growth through domestic trade-in programs and expanding overseas and technology segments.