Schafer Cullen
Schafer Cullen Small Cap Value Equity
Small-cap Value
Jun 2025 → Dec 2025
Our archive holds 3 letters from this strategy, behind 4 investment theses and positions in 4 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
- John B. Sanfilippo & Son, Inc.Dec 2025John B. Sanfilippo & Son is a leading nut processor with integrated operations, resilient demand tailwinds, margin recovery potential, disciplined capital allocation, and attractive valuation.
- Avient CorpSep 2025Avient Corp is a global provider of specialized polymer materials and additives focused on high-margin markets like healthcare and defense, with strong execution and a strategic shift towards sustainable innovation and operational excellence, positioning it for growth and value outperformance.
- Quaker HoughtonSep 2025Quaker Houghton is a resilient leader in industrial process fluids and specialty chemicals with strong pricing power and growth potential, well-positioned to benefit from global manufacturing recovery and sustainability trends.
- Newmark GroupJun 2025Newmark Group (NMRK) is a leading commercial real estate services firm that is gaining market share and improving its revenue model while trading at an attractive entry point due to market over-discounting.