Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions as he sits down with Mike Gallant, Director of Research, Schafer Cullen Capital Management, a platinum sponsor of the SMArtX Virtual Awards.
Watch the Schafer Cullen Webinar
Schafer Cullen features 6 investment strategies on the platform, including the SMID Dividend Value Equity Strategy, a finalist in this year’s awards for Small/Mid Cap Strategy of the Year. The firm was founded in 1983 in midtown Manhattan by their current Chairman and CEO Jim Cullen and has since developed into a $22.5 billion firm (as of 3/31/22) that is rooted in value investing and the teachings of Ben Graham.
The underlying investment mantra focuses on 2 key principles:
- Invest with a price discipline. Specifically look for low P/E, low price-to-book, and dividend yielding stocks.
- Invest with a long term time horizon so you can get invested and stay invested.
Schafer Cullen’s studies over the years analyzing these two principles over the last 50 years and saw that stocks that fall within these parameters outperformed the broad market.
Their flagship strategy, the U.S. High Dividend Strategy, accounts for almost two-thirds of their assets, was launched in 1994 and is based on 3 core tenants: low P/E stocks, high dividend yielding stocks, and dividend growth.
Watch this space for more on the firm and its strategies. For now, more on SMArtX is right HERE.
