Schafer Cullen Capital Management
- Company typePrivate
- Founded1983
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
Schafer Cullen Capital Management firmographics
Firmographics- Name
- Schafer Cullen Capital Management
- Legal name
- Cullen Capital Management, LLC
- Website
- https://cullenfunds.com
- Company type
- Private
- Founded year
- 1983
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Schafer Cullen Capital Management industry classification
Industry- Product category
- Active Equity Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Large-Cap Equity (Active) (FSAAAIAA)
Keywords
Where Schafer Cullen Capital Management is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Schafer Cullen Capital Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Advisory Fees: Fees charged for separately managed accounts and investment advisory services provided to institutional and retail investors.
- Mutual Fund Management: Management fees from Cullen Funds mutual funds including High Dividend Equity Fund, Enhanced Equity Income Fund, Value Fund, Small Cap Value Fund, International High Dividend Fund, and Emerging Markets High Dividend Fund.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Managed accounts and fund investments with advisory fees |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels3 records
Schafer Cullen Capital Management product offering
Product offeringCore offering
Schafer Cullen Capital Management is an independent investment adviser that runs a focused lineup of actively managed equity strategies built on a value investing approach targeting low price-to-earnings and high dividend stocks. The firm delivers these strategies through US mutual funds, ETFs, UCITS funds, and separately managed accounts to institutional investors, financial advisers, and private investors in the US and internationally.
Product overview
Schafer Cullen Capital Management operates as an independent investment adviser and research boutique (doing business as Cullen Capital Management) offering a diversified portfolio of actively managed equity strategies. The firm's investment philosophy centers on value investing in low price-to-earnings and high dividend stocks. The product lineup includes twelve distinct strategies: six U.S.-focused strategies (High Dividend Value as flagship, Enhanced Equity Income, ESG Value Equity, Small Cap Value, SMID Dividend Value, and Value Equity), three global/international strategies (Global High Dividend ADR, Global Enhanced Equity Income, and International High Dividend strategies in both ADR and ORD forms), plus a thematic Water Impact strategy and Emerging Markets High Dividend strategy. The strategies are available through mutual funds and separately managed accounts, targeting both institutional and retail investors seeking value-oriented equity investments with dividend income focus.
Differentiator
Problem solved
Functional benefit
Products and services
- High Dividend Value Strategy Flagship value investing strategy targeting high current dividend yield (goal of above 3%) by investing in low P/E stocks with growing earnings and dividends; holds 30-45 undervalued large cap stocks primarily in U.S. companies with selective ADR exposure.
- Enhanced Equity Income Strategy Equity income strategy combining Schafer Cullen's value investing approach with enhanced yield techniques designed to deliver income above standard dividend yields for US investors.
- ESG Value Equity Strategy Value equity strategy that integrates environmental, social, and governance (ESG) criteria into Schafer Cullen's fundamental value investing process for US investors.
- Small Cap Value Equity Strategy Value investing strategy focused on US small capitalization companies exhibiting strong value characteristics and dividend potential.
- SMID Dividend Value Strategy Value strategy targeting US small-to-mid capitalization companies with attractive dividend yields and value characteristics, applying Schafer Cullen's fundamental long-term approach.
- Value Equity Strategy Core US value equity strategy investing in undervalued large cap stocks with capital appreciation potential, applying Schafer Cullen's fundamental research approach.
- Global High Dividend ADR Strategy Global strategy applying Schafer Cullen's high dividend value approach through American Depositary Receipts, spanning US and international markets.
- Global High Dividend ORD Strategy Global strategy combining Schafer Cullen's high dividend value approach with direct ordinary share holdings rather than ADRs.
- Global Enhanced Equity Income Strategy Global equity income strategy combining Schafer Cullen's value investing approach with enhanced yield techniques across developed and emerging markets.
- Water Impact Strategy Thematic strategy focused on water-related investments including water infrastructure, utilities, and related sectors, combining value investing principles with impact characteristics.
- International High Dividend ADR Strategy International value strategy targeting high current dividend yield through low P/E stocks with growing earnings and dividends; holds 30-45 undervalued non-US equities with focus on developed economies, analyzing geopolitical risk and macroeconomic forecasts.
- International High Dividend ORD Strategy International strategy investing directly in foreign ordinary shares (ORDs) rather than ADRs, targeting high dividend value in developed and emerging international markets.
- Emerging Markets High Dividend Strategy Emerging markets focused strategy applying Schafer Cullen's value investing approach to target high dividend value stocks across developing economies.
Companies that use Schafer Cullen Capital Management
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Schafer Cullen Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Schafer Cullen Capital Management partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered major and core.
- Parametric Portfolio Associates LLC (Morgan Stanley Investment Management)majorParametric Portfolio Associates LLC, part of Morgan Stanley Investment Management, announced new partnerships with Harding Loevner and Schafer Cullen Capital Management to expand its Custom Active platform with over 16 new strategies and $12.5 billion in assets. The platform offers tax-managed, actively managed equity strategies designed to meet investor demand for tax efficiency and customization.
- Paralel Distributors LLCcoreThe Cullen US Mutual Funds are distributed by Paralel Distributors LLC, located at 1700 Broadway, Suite 1850, Denver, CO 80290, phone 1-877-485-8586. This is the primary distribution channel for US-domiciled mutual funds.
- SEI Investments Distribution Co. (SIDCO)coreThe Cullen ETFs are distributed by SEI Investments Distribution Co. (SIDCO), One Freedom Valley Drive, Oaks, PA 19456, 833-4CULLEN. SIDCO is not affiliated with Cullen Capital Management, LLC or Paralel Distributors LLC.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Schafer Cullen Capital Management competitors and assessment
Company assessmentDirect peers
- Pzena Investment Management: Public value equity boutique managing global, emerging, and small cap value strategies via SMAs and pooled vehicles. Operates the same concentrated, fundamental value approach as Schafer Cullen for institutional and retail clients.
- Dodge & Cox: San Francisco-based employee-owned value and income equity manager with a concentrated, fundamental approach across US, international, and balanced strategies. Closely matches Schafer Cullen's value/dividend philosophy and SMA-plus-fund distribution model.
- GAMCO Investors: Asset manager offering value, dividend, and ESG equity strategies across multiple wrappers, including mutual funds and SMAs. Comparable in value/dividend orientation and multi-channel distribution.
- Harding Loevner: Global equity boutique specializing in actively managed quality and growth strategies. Co-partnered with Schafer Cullen on Parametric's Custom Active platform and is a directly comparable employee-influenced active equity manager serving institutional and intermediary clients.
- Ariel Investments: Employee-owned US value boutique focused on small/mid-cap and dividend equity strategies, distributed through mutual funds, SMAs, and institutional accounts. Directly comparable in style, ownership structure, and product set.
- Tweedy, Browne Company: Long-tenured value investing boutique offering global and international value strategies with a deep-value, low-turnover approach. Highly comparable to Schafer Cullen's concentrated, long-term value orientation and SMA-led distribution.
- Calamos Asset Management: Active manager known for dividend, value, and convertible strategies distributed through mutual funds, ETFs, and SMAs. Overlaps directly with Schafer Cullen's Enhanced Equity Income and High Dividend Value strategies.
- Boston Partners (Robeco): Value equity specialist within the Robeco group managing US, global, and small cap value strategies for institutional and intermediary clients. Strong overlap with Schafer Cullen's value-only product range.
Broad incumbents
- Dimensional Fund Advisors: Large systematic value/tilt manager offering diversified equity and fixed income strategies via mutual funds, ETFs, and SMAs. Competes for the same value-oriented intermediary and institutional dollars at lower fee points.
Others
- Parametric Portfolio Associates: Customized equity and fixed income manager within Morgan Stanley IM and operator of the Custom Active platform that now distributes Schafer Cullen strategies. Functions as both a channel partner and a competitor offering tax-managed direct indexing and customized active solutions.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Schafer Cullen Capital Management social profiles
Digital presenceSchafer Cullen Capital Management compliance and trust
Trust signalCompliance1 record
Schafer Cullen Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Schafer Cullen Capital Management leadership team
Management profileNumber of profiles
Profiles4 records
Schafer Cullen Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Schafer Cullen Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Schafer Cullen Capital Management
What does Schafer Cullen Capital Management do?
Schafer Cullen Capital Management is an independent investment adviser that runs a focused lineup of actively managed equity strategies built on a value investing approach targeting low price-to-earnings and high dividend stocks. The firm delivers these strategies through US mutual funds, ETFs, UCITS funds, and separately managed accounts to institutional investors, financial advisers, and private investors in the US and internationally.
Is Schafer Cullen Capital Management a public or private company?
Schafer Cullen Capital Management is a private company. It is classified as management employee owned and is currently operating.
When was Schafer Cullen Capital Management founded?
Schafer Cullen Capital Management was founded in 1983. It employs 51 to 100 people.
Where is Schafer Cullen Capital Management based?
Schafer Cullen Capital Management is headquartered in New York, United States, in the North America region.
How does Schafer Cullen Capital Management make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are mutual Fund Management.
Who are Schafer Cullen Capital Management's main competitors?
Direct peers on record are Pzena Investment Management, Dodge & Cox, GAMCO Investors, Harding Loevner, Ariel Investments, Tweedy, Browne Company, Calamos Asset Management and Boston Partners (Robeco). Dimensional Fund Advisors is listed as a broad incumbent. Parametric Portfolio Associates is listed as an others.
Does Schafer Cullen Capital Management have an API?
No public API is recorded for Schafer Cullen Capital Management.
What industry is Schafer Cullen Capital Management in?
Schafer Cullen Capital Management's product category is Active Equity Management. Its primary akta.pro industry code is FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.