Schafer Cullen Capital Management

Schafer Cullen Capital Management

Schafer Cullen Capital Management was founded in New York in 1975 by Terence P. Schafer and Cullen R. Cullen. The firm has operated as a value-oriented equity specialist for over four decades, managing separate accounts and U.S. mutual funds with a focus on global small-cap and dividend growth strategies. The firm's investment approach relies on bottom-up fundamental analysis and a value discipline, often targeting undervalued companies with sustainable dividends. Its strategy mix spans U.S. large-cap value, international small-cap, and global dividend equity — with portfolio holdings concentrated in developed-market equities. Known positions have included names such as Johnson & Johnson, Microsoft, and Procter & Gamble (per regulatory filings, 2023). The firm invests across North America and Europe. Schafer Cullen operates with a team-based structure but remains privately held. The firm does not disclose total AUM. Its recent activity includes continued organic growth in its institutional separate account business. No philanthropic or adjacent vehicles are publicly separated. The firm's structural differentiator is its tenure as an independent, partner-owned value equity shop in an era of consolidation. Succession is internally managed by the founding families, and the firm has not pursued outside capital or a platform sale.