Schafer Cullen
Schafer Cullen Value Equity
Value
Jun 2025 → Dec 2025
Our archive holds 3 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.
3 letters in a year — follow all of Schafer Cullen for every strategy.
Its investment theses
- Mercedes-Benz GroupSep 2025Mercedes-Benz Group is strategically repositioning itself towards higher luxury segments and electrification to enhance profitability, supported by a strong balance sheet and a sustainable dividend policy.
- NextEra EnergySep 2025NextEra Energy is a Florida-based regulated utility and renewables company benefiting from strong economic growth, a supportive regulatory environment, and a substantial portfolio of solar and wind assets, with an average valuation in the Utilities sector.
- UnitedHealth GroupSep 2025UnitedHealth Group is a leading diversified managed care organization positioned for growth and margin recovery following a turnaround under new leadership, with a strong focus on operational discipline and cost reduction initiatives.