Anuca Laudat, Co-Portfolio Manager, US ESG Value Strategy, Schafer Cullen joined Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s value-based approach to ESG.
“Value and long-term investing is really the foundation of all of our strategies,” says Laudat on Schafer Cullen’s value-based investment approach. The Shafer Cullen ESG Value Equity Strategy, launched in late 2020, offers investors a blend of the firm’s time-tested value approach alongside quantitative and qualitative ESG screening. The portfolio seeks roughly 25 – 40 stocks with long-term earnings growth potential, sustainable competitive advantages, and avoids companies with controversial business models or unsustainable business practices.
The firm’s global Water Impact strategy, sub-advised by Water Asset Management, provides pure-play access to water companies that are central to solving the water scarcity crisis by improving water quality and global water supply. The strategy’s rigorous fundamental investment process focuses on quality companies with strong business models, earnings growth potential and attractive valuations.
Founded in 1983, Schafer Cullen is a 100% employee-owned global asset manager with $20B in AUM.
To learn more, register and watch Shafer Cullen’s upcoming presentation:
Invest4Impact
Friday, April 22, 2022 at 12:00pm – 3:30pm ET
3.5 CFP / IWI / CFA CE Credits
Join us for the 7th Annual Invest4Impact Virtual Summit designed exclusively for financial advisors. Invest4Impact will provide the latest research on sustainable investing and showcase relevant investment strategies, ESG industry thought leaders and shifting trends in the industry.
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