Episode description
Candice and Felicity are joined by Jeff Cullen on today’s podcast:
👤 Jeff joined Schafer Cullen Capital Management in 2013 as a Managing Director and product specialist, after working for Bank of America/Merrill Lynch.
🏦 At Bank of America/Merrill Lynch, he managed fee-based programs, mutual fund, ETF, and insurance product lines.
🎓 Jeff holds an undergraduate degree from Fairfield University and an MBA from Babson College.
💼 He currently manages the Shaw Global Equity Income managed account at Cullen Capital Management, which has outperformed its benchmark, the MSCI All Country World Value Index.
💰 The Global Equity Income Model is a global equity strategy that invests in a concentrated direct portfolio of dividend-paying large-cap global stocks.
📈 The Shaw Global Equity Income managed account has returned 8.53% in the last 6 months, 11.03% in the last 3 months, and -1.97% in the last month.
🎙️ In this podcast, Jeff discusses his stock selection process for the Global Equity Income Model, his top three stock ideas, and what investors should be cautious of.
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