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Cullen Capital Management, LLC

13F
Cullen Capital Management, LLC
Last update 2024-02-16 212 Stocks (30 new)
Value $6.74 Bil Turnover 6 %
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Cullen Capital Management, LLC Profile

Cullen Capital Management, LLC is an investment management firm based out of New York City. The company was established in 2000 by James P. Cullen, who is still with the company today acting as its CEO, Chairman, and portfolio manager. Cullen Capital Management has grown from its inception to now have 45 employees of which 15 are investment professionals. The company conducts its research internally and invests in the public equity markets on a global scale. Cullen Capital Management utilizes a fundamental and quantitative methodology with a bottom up investment approach. The company is a disciplined value investment firm, focusing on stocks that “have a catalyst that we believe should result in stronger than average earnings growth over the next few years.” Cullen Capital Management invests most heavily in the health care and finance sectors, each of which make up approximately a sixth of its total asset allocations, and also invests in the industrials, consumer staples, information technology, utilities and telecommunications, and energy sectors, among others to a lesser degree, in order of decreasing allocation. The company’s top 10 holdings make up a third of its total asset allocations and the company has a turnover rate of approximately 10.6%. Cullen Capital Management holds over $3.5 billion in total assets under management spread across 8 accounts, all of which are discretionary. Although the company’s total number of managed accounts has risen in recent years, its total assets under management has been volatile, having once been as high as $7.3 billion back in 2011 and as low as $3 billion in 2013. Cullen Capital Management caters exclusively to investment companies and takes advisory fees in the form of a percentage of held assets. The company currently offers its High Dividend Equity, International High Dividend, Small Cap Value, Value, and Emerging Markets High Dividend funds.
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