Strategy

Since our founding in 1983, we have developed a variety of additional strategies and underlying vehicles all based on our investment approach of investing with a price discipline and for the long-term. Our Firm was originally founded to advise Managed Accounts, and we expanded our vehicle offerings to include US Mutual Funds in 2000 and UCITS Funds in 2010 to ensure we could accommodate the investment needs of our clients.

Vehicles
Strategy
Portfolio Managers
Managed Accounts
Mutual Funds
UCITS
Investment Focus
High Dividend
Jim Cullen
Jennifer Chang
US large-cap equities
International High Dividend (ADR)
Jim Cullen
Rahul Sharma
International (non-US) equities
Focus on developed economies
International High Dividend (ORD)
Jim Cullen
Rahul Sharma
International (non-US) equities
Focus on developed economies
Emerging Markets High Dividend
Jim Cullen
Rahul Sharma
Emerging markets equities
Enhanced Equity Income
Jim Cullen
Jennifer Chang
Timothy Cordle
Mike Kelly
US large-cap equities
Covered calls on 25-40% of equity portfolio
Global ADR
Jim Cullen
Rahul Sharma
Global large cap equities
Value Equity
Jim Cullen
Jennifer Chang
Brooks Cullen
US multi-cap equities
Small Cap Value Equity
Jim Cullen
Brooks Cullen
Brian Drubetsky
US small and mid-cap equities
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