Cullen Capital Management, LLC
Cullen Capital Management, LLC, based in New York, NY, is an asset management firm specializing in value-oriented equity investment strategies for institutional and retail clients. It was established to deliver disciplined, long-term investment performance and offers various mutual fund and separately managed account strategies. The firm is known for its patient, income-oriented value approach and serves a global client base. It employs a focused team of investment professionals and has decades of experience in the industry.
Investment Strategy
Cullen Capital Management, LLC employs a value-oriented investment approach, focusing on high-dividend, undervalued equities. The strategy emphasizes investing in strong companies trading at attractive valuations, with a strict focus on downside protection and long-term capital appreciation. The firm is known for its disciplined value process, combining fundamental, bottom-up research with a global perspective, aiming to deliver steady income and growth regardless of market cycles.
Top Holdings
Equity Positions (195)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JP Morgan Chase & Co. | 3.46% | $303.6M | 1,047,243 | $139.72 | $289.91 | +$41.8M |
C CSCO | Cisco Systems Inc. | 3.19% | $280.0M | 4,035,596 | $48.79 | $69.38 | +$22.0M |
B BAC | Bank of America Corp. | 2.97% | $260.6M | 5,507,486 | $35.78 | $47.32 | +$31.1M |
N NVS | Novartis AG (ADR) | 2.89% | $253.7M | 2,096,852 | $87.11 | $121.01 | +$18.7M |
D DUK | Duke Energy Corp. | 2.75% | $241.9M | 2,049,613 | $95.94 | $118.00 | -$16.2M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President - Trading | New York, NY , United States | |
 | Managing Director | Southborough, MA , United States | |
M Mariana Salamanca | Vice President | New York, NY , United States | |
 | Senior Analyst | New York, NY , United States | |
 | Research Analyst | New York, NY , United States | |
 | 2024 Summer Analyst | Ridgewood, NJ , United States |