Schafer Cullen
Schafer Cullen Enhanced Equity Income
Large-cap Income
Jun 2025 → Dec 2025
Our archive holds 3 letters from this strategy, behind 7 investment theses and positions in 7 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
- Union Pacific CorporationDec 2025Union Pacific is a premier western U.S. railroad with network advantages, operational improvement, and potential merger synergies that support earnings growth and income.
- UnitedHealth Group IncorporatedDec 2025UnitedHealth 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.
- Smurfit WestRockSep 2025Smurfit WestRock is well-positioned for growth as a global leader in paper-based packaging, benefiting from synergies post-merger, operational improvements, and rising demand for sustainable solutions in e-commerce.
- ConocoPhillipsJun 2025ConocoPhillips is an attractive investment due to its strong free cash flow outlook, disciplined capital allocation, and potential for significant shareholder returns through dividends and buybacks.
- Norfolk SouthernJun 2025Norfolk Southern is a rail network operator with a strong presence in the Eastern US, showing signs of recovery in freight volumes after a downturn, and aims to improve efficiency under new CEO Mark George.
- PaccarJun 2025Paccar is a well-positioned truck manufacturer with a strong brand portfolio, a diversified business model, and attractive valuation metrics, poised for long-term growth despite short-term uncertainties.
- PPG IndustriesJun 2025PPG Industries is an attractive investment opportunity due to its diversified revenue streams, strong innovation, potential for earnings recovery, and solid positioning in high-growth markets despite macroeconomic challenges.