Schafer Cullen
Schafer Cullen ESG Value Equity Strategy
Value
Sep 2025 → Dec 2025
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Schafer Cullen for every strategy.
Also held
Its investment theses
- AdobeSep 2025Adobe 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.
- Becton DickinsonSep 2025Becton 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.