WA MAGAZINE JanFeb PDF A - Flipbook - Page 26
MODEL MANAGER
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to value investing principles, coupled
with its willingness to innovate and
evolve. The firm’s leadership, underpinned by decades of experience, has
consistently prioritized long-term
value creation over short-term gains.
This approach resonates deeply with
clients seeking stability, income, and
growth in an unpredictable financial
landscape.
And Cullen’s commitment to disciplined investing extends beyond portfolio construction. The firm continuously
evaluates broader economic trends and
market dynamics to refine its strategies.
For instance, its emphasis on
dividend-paying stocks has positioned
Cullen’s strategies as a resilient choice
during periods of market volatility.
Dividend yields often serve as a buffer
against declining markets, providing
investors with a steady income stream
even in challenging times. This focus on
dividends also aligns with the preferences of a growing segment of retirees
and income-focused investors who
value predictability and stability.
Moreover, Cullen has been proactive
in addressing contemporary investment
themes such as environmental, social,
and governance (ESG) factors. By incorporating ESG considerations into its research process, the firm not only aligns
with emerging investor priorities but
also identifies companies that demonstrate strong governance practices and
sustainable growth potential.
This integration of ESG factors into
its value framework reflects an ability
to adapt traditional investment philosophies to modern contexts without
compromising on discipline.
STEADFAST PARTNERSHIP
The firm’s track record further underscores its ability to deliver consistent
performance across different market environments. Its portfolios have
weathered economic recessions, global
financial crises, and shifts in market
sentiment, emerging as a trusted partner
for clients seeking reliable returns
26 | JAN/FEB 2025
CULLEN CAPITAL
MANAGEMENT
O
ur approach to investing at
Cullen Capital Management and
the strategies we run offer investors
the opportunity for steady portfolio appreciation over time with the
added bonus of growing dividends.
We believe in a value discipline and
not overpaying for stocks while also
sticking to our investments, which
we believe smooths out performance
across inevitable market fluctuations.
The Enhanced Equity Income strategy, for example, has consistently exceeded its yield targets by leveraging both
dividends and premium income from
options. This strategy exemplifies an
innovative spirit and its ability to create
value in unconventional ways.
Jim Cullen and the firm at large have
also been advocates for broader financial literacy among market participants.
After all, an informed investor is an
empowered one. So, through seminars,
webinars, and one-on-one discussions,
Cullen equips advisors with the knowledge to help their own clients make
informed decisions.
This educational approach is a
testament to its commitment to building long-term relationships founded on
trust and transparency. By empowering
investors with the tools to understand
the complexities of the market, the firm
ensures that its strategies are not only
accessible but also deeply resonant with
its audience.
As the firm looks to the future, it
remains committed to its founding principles while embracing innovation to
address the evolving needs of investors.
Everyone we’ve talked with so far on
the team, including figures like Howse
and Cordle, continues to emphasize the
importance of discipline, transparency,
and client-centered outcomes.
Jennifer
Chang,
Portfolio
Manager
Separately managed
accounts master Cullen
Capital Management
expands its expertise to
the exchange-traded funds
market.
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