Schafer Cullen Capital Q4 Letter: Value Stocks Could Be Set For A Recovery As Earnings Grow

Rupert Hargreaves

Published onFebruary 26, 2021

Value stocks have outperformed growth investments in the last three months, setting a trend that could be present for the next few years, that's according to Jim Cullen, the Chairman, and CEO of Schafer Cullen Capital Management.

Q4 2020 hedge fund letters, conferences and more

According to Cullen's latest "Market Letter," a copy of which ValueWalk has been able to review, despite the fuss surrounding growth stocks, over the past three months, value stocks have "dramatically outperformed" the S&P 500 and the Russell 1000 Growth indexes in the three months following news about the Covid vaccines.

The letter noted that from the beginning of November 2020 to February 17, 2021, value stocks...

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

Schafer Cullen Capital Q4 Letter: Value Stocks Could Be Set For A Recovery As Earnings Grow

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