| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Dec 4, 2025 | Schafer Cullen Global High Dividend ADR | 5.0% | 23.1% | DG FP, SHBA SS, UPM FH | CashFlow, dividends, international, valuation, value | The letter emphasizes the long-term attractiveness of high-quality dividend payers amid narrow market breadth and elevated valuations in growth sectors. Dividend growth remains strong globally, supported by healthy balance sheets, stable cash flows, and improving fiscal conditions. International equities offer compelling valuations versus the U.S., especially as global value factors recover. | DG FP |
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| 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. | ||||||||