Schafer Cullen
Schafer Cullen Water Impact Strategy
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
- Companhia de Saneamento Básico do Estado de São Paulo - SABESPDec 2025Sabesp is Brazil’s largest water utility benefiting from post-privatization efficiency gains, accelerated capex-led growth, and potential valuation re-rating amid ongoing privatization tailwinds.
- Pool CorporationDec 2025Pool Corporation is the leading U.S. pool equipment distributor with resilient repair/replacement demand, stabilizing earnings, and an attractive trough valuation with potential strategic interest.
- H2O AmericaSep 2025H2O America is investing in growth by expanding its operations in fast-growing regions of Texas, enhancing its valuation after a decade and improving its long-term growth outlook.
- Select Water SolutionsSep 2025Select Water Solutions is expected to more than double as its capex program winds down, potentially leading to significant free cash flow generation.