Model Portfolio & SMA Strategists Showcase - Flipbook - Page 63
SMAs & MODEL PORTFOLIOS
Schafer Cullen Capital Management
645 Fifth Ave, Ste 1201, New York, NY 10022 • www.cullenfunds.com
At Schafer Cullen, we are value investors
focused on identifying high-quality companies
trading at attractive valuations. Our investment
discipline emphasizes low P/E and low priceto-book stocks, strong dividend yields, and
companies with the potential to grow over time.
SCHAFER
CULLEN CAPITAL
MANAGEMENT
Jennifer Chang
Portfolio Manager,
Executive Director
At Schafer Cullen, we take
a disciplined, long-term
approach to value investing,
seeking companies we believe
are attractively valued and
positioned to generate steady
portfolio appreciation over
time. Growing dividends are an
important part of that approach,
providing an additional source
of return and reflecting the
financial strength of the
businesses we own.
Our investment discipline is
centered on not overpaying
for stocks and maintaining
conviction in fundamentally
strong companies. Rather than
reacting to short-term market
movements, we focus on the
underlying value and long-term
prospects of each investment.
We believe this approach,
combined with an emphasis
on valuation and dividends,
can help smooth performance
across inevitable market
fluctuations while providing
investors with opportunities for
both capital appreciation and
growing income over time.
We pair our focus on valuation with a long-term
perspective. Rather than reacting to short-term
market movements, we evaluate investment
opportunities with a five-year outlook while
continually assessing company fundamentals
and valuation. Our longstanding experience has
reinforced our belief that valuation and dividends
can be important contributors to long-term
returns.
Across our strategies, we seek to provide
investors with capital appreciation alongside
a reliable and growing income stream. By
focusing on strong fundamentals and remaining
disciplined through market cycles, we aim to
participate in long-term growth while limiting
exposure to undue volatility.
Schafer Cullen Managed Accounts
STRATEGY
ATTRIBUTES
High Dividend
Value Equity
HIGH DIVIDEND VALUE
Dividend income meets disciplined value investing.
Schafer Cullen’s flagship strategy is focused on attractively valued, dividend-paying large-cap
companies with the potential to grow dividends over time. The strategy combines value discipline
and fundamental research to seek long-term capital appreciation and growing dividend income
International High
Dividend ADR Value
Equity
INTERNATIONAL HIGH DIVIDEND ADR
Value opportunities beyond the U.S.
A diversified international equity strategy seeks to provide access to international markets
through U.S.-traded ADRs. The strategy applies Schafer Cullen’s value discipline to identify highquality companies trading at attractive valuations, with a focus on strong fundamentals, dividend
income and long-term appreciation potential.
Enhanced Equity
Income
ENHANCED EQUITY INCOME
Two sources of income. One disciplined value strategy.
This strategy applies the same value discipline as our High Dividend Value Equity strategy,
investing in high-dividend stocks while selectively writing short-term call options on 25–40% of
the portfolio. The strategy seeks to generate enhanced income from both dividends and option
premiums while maintaining equity market participation.
Emerging Markets
High Dividend
EMERGING MARKETS HIGH DIVIDEND
A value and dividend approach to emerging markets.
The actively managed Emerging Markets High Dividend strategy seeks to provide unique
exposure to emerging markets, long-term capital appreciation and current income, while
generating strong risk-adjusted returns over a full market cycle.
Global High
Dividend ADR
GLOBAL HIGH DIVIDEND ADR
A global approach grounded in value.
A diversified equity strategy investing across U.S. and international markets with a focus on
attractively valued, dividend-paying companies. The strategy applies a consistent fundamental
discipline across geographies, seeking opportunities for capital appreciation and income while
providing broader exposure to companies around the world.
Disclosures
Cullen Capital Management, LLC. (CCM) is an independent investment advisor registered under the Investment Advisers Act of 1940 and is doing
business as Schafer Cullen Capital Management, Inc. (SCCM). This information should not be used as the primary basis for any investment decision nor,
should it be construed as advice to meet a particular investment need.
All investing involves risks, including loss of principal and there is no assurance any strategy will achieve its objectives. See firm’s website for more
complete information on each strategy.
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