Schafer Cullen
Schafer Cullen Global High Dividend Ord
Global Income
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
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What it bought and sold
- ExitedSvenska HandelsbankenSep 2025
We sold our position in Svenska Handelsbanken, the largest bank by assets in Sweden, with a strong presence in other Nordic markets.
Purchases: Vinci (France, Industrials) – Vinci is a major global operator of concessions and a provider of energy and construction services primarily in Europe.
We exited our position in UPM-Kymmene during the quarter following underperformance driven by an uncertain product demand outlook and weaker-than- expected profitability across various segments.