By finviz.com
Publication Date: 2025-11-19 08:37:00
Cullen Capital Management, LLCtrading under the name Schafer Cullen Capital Management, Inc. (SCCM) has published its third quarter investor letter “SCCM Value Equity Strategy”. A copy of the letter can be downloaded here. The US stock market continued its rally in the third quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value gaining 5.3%. The value equity strategy returned 6.9% (before fees) and 6.8% (after fees), respectively, for the quarter, while the Russell 1000 Value and S&P 500 returned 5.3% and 8.1%, respectively, over the same period. The strategy delivered a gross year-to-date return of 13.0%, compared to the Russell 1000 Value return of +11.7% and the S&P 500 return of +14.8%. Additionally, you can check out the fund’s top 5 holdings to determine the best picks for 2025.
In its third quarter 2025 investor letter, SCCM Value Equity Strategy highlighted stocks like Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) provides products and services aimed at…

