James Cullen and Jennifer Chang discuss Schafer Cullen Capital Management, Inc., and its High Dividend strategy. Their investment philosophy is based on Ben Graham’s advice to focus on having a price discipline and a long-term view. For this reason, the High Dividend strategy invests for the long term and starts by looking for stocks with a low p/e. From there, Mr. Cullen and Mrs. Chang look at a stock’s dividend yield and dividend growth. Overall, Mr. Cullen and Mrs. Chang think it is important for investors to be cautious about valuations and that those who have a long-term investment horizon should invest in equities, which is a bet on the growth of the U.S. and global economies over time.
Full interview available here.
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