Schafer Cullen
Schafer Cullen International High Dividend
International Income
Jun 2025 → Dec 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 3 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.
Its investment theses
- Bridgestone CorporationDec 2025Bridgestone is a leading premium tire maker with durable advantages, structural mix tailwinds, operational improvements, aligned ownership, and attractive valuation and yield.
- Novo Nordisk A/SDec 2025Novo 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.
- National GridJun 2025National Grid is a regulated utility operator in the UK and US, poised for significant growth due to strong renewable energy initiatives, expected to drive a 6-8% earnings per share CAGR and consistent dividend growth through the end of the decade.