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MFWire: Cullen Funds
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Cullen Capital Management
645 5th Ave # 7
New York, NY  10022
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Main Phone: 212-644-1800
Web Site: http://www.cullenfunds.com/

Mutual Fund Brand(s)
Cullen Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:

    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.


    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.
    Sponsored Opportunities

    Key People:
    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
    Story Archive for Cullen Capital Management
    Published On Story Headline Publication
    1/30/2017 Eye for Earnings - January 30, 2017 MFWire.com
    5/22/2012 Yates Brings a Pioneer Mandate In-House MFWire.com
    12/16/2011 The Next Star PMs? The Street Makes a List MFWire.com
    9/30/2009 Cullen Prepares Its Third In-House Mutual Fund MFWire.com
    12/28/2005 Cullen Rolls Out New Fund MFWire.com
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