Catherine Howse, Managing Director at Schafer Cullen Capital Management, and Stephen Hagan, Managing Partner at iH2 Advisors & Company, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss providing a disciplined value investment approach to international investors through a separate account platform.
For over 40 years, Schafer Cullen has invested in high-quality companies with stable, growing dividends at attractive valuations in separately managed accounts (SMAs). Once those companies are identified, they are held as long-term investments. Howse notes that great results have come from following the Benjamin Graham style of investing. Schafer Cullen is one of the few value managers that has stayed true to its discipline since the firm’s inception.
Hagan states that Schafer Cullen’s disciplined approach is a good fit for iH2 Advisors’ iTAMPSM Platform. International investors appreciate the portfolio’s yield and the transparency of holding the strategy on an SMA platform. Holdings in each SMA are customizable to suit the preferences of individual investors. The transparency provided by the SMA structure remains in high demand among advisors and their clients.
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