Schafer Cullen Capital Management Inc

Schafer Cullen Capital Management is an investment management company owned by its employees. The company was founded in 1983 and is based out of New York City. Schafer Cullen Capital Management operates closely with its affiliated firm Cullen Capital Management and together manages approximately $18.5 billion in assets with Schafer Cullen Capital Management managing over $10 billion in assets. The company currently has over 16,400 accounts, all of which are discretionary. Both its total number of assets under management and held accounts have been rising in recent years, with its assets under management growing from $4 billion to well over twice that amount today and its total accounts growing from under 10,000. The company utilizes fundamental and quantitative analysis to establish its bottom up investment picking approach and benchmarks its performances against the S&P 500, MSCI EAFE, and Russell indexes. Schafer Cullen Capital Management’s asset allocations are diverse, and it invests in the finance, health care, utilities and telecommunications, industrials, consumer staples, and information technology sectors, among others to a lesser degree, in order of decreasing amount allocated. The company is owned with a controlling majority by James Patrick Cullen, who is the current CEO of the company, with the remaining ownership split amongst the Cullen 2011 Descendants' Trust and various key executives. Schafer Cullen Capital Management currently has 46 employees taking care of its client base, which includes high net worth individuals, the largest group that makes up over half of its client base, corporations, pension and profit sharing plans, charities, pooled investment vehicles, and insurance companies, in order of decreasing clientele. Schafer Cullen Capital Management currently offers a variety of products including High Dividend Equity, Value Equity, Small Cap Value, International High Dividend, and International High Dividend ADR and offers its family of mutual funds through Cullen Funds.