645 5th Ave # 7
New York, NY 10022
Google Maps
Contact
Main Phone: 212-644-1800
Web Site:
http://www.cullenfunds.com/
Mutual Fund Brand(s)
Cullen Funds
Research Links
SEC Fund Filings by CIK
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Background:
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History & Ownership
James Cullen founded the fund advisor in 2000 to focus on mutual funds based on investment strategies developed by Schafer Cullen Capital Management, an affiliated RIA shop founded in 1983.
Cullen remains 100 percent employee-owned.
Cullen funds are series of the Cullen Funds Trust, which is distributed and overseen by ALPS.
Investment Philosophy
Cullen takes a long term investment outlook based on thorough fundamental research and valuation discipline that is believes is appropriate in any market environment.
Funds
Cullen Capital Management is the Investment Adviser to the Cullen High Dividend Equity Fund, the Cullen International High Dividend Fund, and the Cullen Small Cap Value Fund, which are mutual funds under the Cullen Funds Trust.
Cullen Capital Management serves as the Investment Sub-Adviser to the Pioneer Cullen Value Fund.
James Cullen
Cullen graduated from Seton Hall in 1961 and served four years as an officer on the aircraft carrier USS Essex. Following military service, he started his business career with Merrill Lynch and later worked with institutional research boutique Spencer Trask & Company before joining Rauscher Pierce.
Its total AUM as of March 31, 2017 is $9 billion.
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Sponsored Opportunities
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Key People:
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James Cullen
President, Schafer Cullen | Brooks Cullen
Vice Chairmen, Executive Director, Portfolio Manager, Schafer Cullen | Jeff Battaglia
Executive Director, COO, Cullen Funds | Jennifer Chang
Executive Director, Portfolio Manager, Cullen Capital Management | Rahul Sharma
Executive Director, Portfolio Manager, Cullen Capital Management | Edmund Lomasney
Executive Director, Cullen Capital Management | Stephen O' Neil
Executive Director, Cullen Capital Management | John Gould
EVP, Portfolio Manager, Cullen Funds |
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