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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Mutual fund investing involves risk. Principal loss is possible.

The Cullen Funds invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. The Cullen Funds invest in medium-capitalization and small-capitalization companies, which involve additional risks such as limited liquidity and greater volatility.

The Cullen US Mutual Funds are offered only to United States residents, and information on this site is intended only for such persons.

The Cullen UCITS Funds are offered only to non-United States residents, and information on this site or any site redirected to is intended for only such persons.

Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Cullen Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Download a prospectus which contains this and other information. Read the prospectus carefully before investing or sending money.

Schafer Cullen Capital Management and Cullen Capital Management are affiliates and both registered as independent investment advisers under the Investment Advisers Act of 1940.

Separately managed accounts and related investment advisory services are provided by Schafer Cullen Capital Management, a federally registered investment adviser. ALPS Distributors, Inc. is not affiliated with Schafer Cullen Capital Management.

The Cullen US Funds are distributed by ALPS Distributors, Inc. 1290 Broadway, Denver, CO 80203. 1-877-485-8586.

Copyright 2009-2021 Schafer Cullen Capital Management, Inc. and Cullen Capital Management LLC. All rights reserved.