| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 8, 2025 | Cullen Small Cap Value Equity | 14.2% | 5.6% | AVNT, ECVT, KWR, STR, UIS | cyclicals, Manufacturing, Rate Cuts, small caps, Valuations | The letter highlights a powerful resurgence in small-cap equities driven by Fed rate cuts, tariff clarity, and rebounding credit conditions. Small caps remain historically cheap versus large caps, with earnings growth poised to outpace large caps as manufacturing, industrial activity, and capital investment recover. Broader market participation and cyclical strength indicate favorable conditions for domestically oriented value sectors. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||