453 TIP. Long-Term Value Investing w/ Jim Cullen

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On today’s episode we have Jim Cullen. Jim is the founder and CEO and Co-Portfolio Manager of Schafer Cullen Capital Management, which currently manages over $20B. Jim’s investing experience spans 50 years and he’s taken that experience and put it into a new book called The Case for Long Term Value Investing.
 
IN THIS EPISODE, YOU’LL LEARN:
00:00 – Intro
00:27 – How Jim is thinking through today’s market and what previous era it most reminds him of
11:51 – A breakdown of his disciplined value investing approach
17:49 – Why you should care or even reconsider high dividend stocks
28:33 – Why value factor companies are expected to outperform in the near term
42:37 – What Jim has learned over his 50 year career and his favorite memory to date
 
It’s not every day you get a chance to speak with a legend like Jim who has as much experience and wisdom as he does. I thoroughly enjoyed it and hope you do as well.

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📖 BOOKS MENTIONED:
The Case for Long-Term Value Investing by Jim Cullen: https://amzn.to/3N9pqYf

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀

💡 OTHER RESOURCES
– Visit Jim’s website: https://www.cullenfunds.com/James-Cullen/
– Connect with Trey: https://twitter.com/TreyLockerbie

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