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April 29, 2024
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CEMFX versus EM Index Funds: Cullen’s Active Advantage in Emerging Markets
While passive EM funds often default to market-cap-weighted indexes dominated by a handful of mega-cap tech names, Cullen’s CEMFX applies a rigorous value discipline to uncover dividend-paying companies across a broader, more diverse emerging markets universe. Portfolio Manager Rahul Sharma explains why a weakening dollar, improving EM earnings growth, and six times the qualifying stocks make this actively managed fund a compelling complement to index-based strategies in today’s global environment.
Anthropic Launches New Enterprise Offerings, Raising The Heat On Software Companies
Anthropic launches new enterprise offerings, raising the heat on software companies