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.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.  Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. 

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