Strategy
US Value Equity
- Strategy Summary
Investment Strategy
- 30-45 undervalued stocks (primarily U.S. companies)
- Low P/E and earnings growth potential
- May invest in ADRs
Strategy AUM
$74.7m (Jun 30, 2025)
Holdings
25-40
Benchmark
Russell 1000® Value
Inception Date
Dec 31, 2020
Portfolio Managers
Strategy Attributes
The US Value Equity strategy allows investors to participate in the long-term upside potential while simultaneously providing substantial downside protection of stocks. In accordance with our underlying philosophy, the US Value portfolio invests in undervalued companies with above average earnings growth.
In addition to market cap and P/E criteria, portfolio securities must also meet quality standards related to their cash flow, balance sheet and return on capital. Schafer Cullen Capital Management invests in those that will benefit from specific catalysts that will drive their fundamental performance and stock price.
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