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Cullen Value Fund's investment thesis on Kenvue ($KVUE) — Q2 2025 | Buyside Digest

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$KVUENASDAQKenvue

BEAR

Cullen Value Fund—KVUE

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$19.07USD

+1.8% vs last month

$21.05Pitched

-9.4% since pitch

Market Cap$36.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During Q2 2025, the Value Equity strategy composite returned 7.2% (gross) and 7.0% (net), outperforming its Russell 1000 Value benchmark (+3.8%) but trailing the S&P 500 (+10.9%). The quarter was...

— Cullen Capital Management LLC

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