Cullen Capital Administration, LLC, working below the identify Schafer Cullen Capital Administration, Inc. (SCCM), has launched its “SCCM Small Cap Worth Fairness Technique” third-quarter investor letter. A replica of the letter could be downloaded right here. The US fairness market continued the rally within the third quarter, with the Russell 2000 returning 12.4% and the Russell 2000 Worth surging 12.6%. The Small Cap Worth Fairness technique returned 14.4% (gross of charges) and 14.2% (internet of charges) within the quarter. The small caps delivered robust ends in the quarter, pushed by Fed charge cuts, broad-based financial resilience, and renewed investor urge for food for threat. As well as, you’ll be able to examine the fund’s prime 5 holdings to find out its finest picks for 2025.
In its third-quarter 2025 investor letter, SCCM Small Cap Worth Fairness Technique highlighted shares resembling Quaker Chemical Company (NYSE:KWR). Quaker Chemical Company (NYSE:KWR) provides industrial course of fluids for metal, aluminum, automotive, aerospace, offshore, can, mining, and metalworking firms. The one-month return of Quaker Chemical Company (NYSE:KWR) was 2.48%, and its shares misplaced 13.72% of their worth during the last 52 weeks. On November 24, 2025, Quaker Chemical Company (NYSE:KWR) inventory closed at $136.15 per share, with a market capitalization of $2.368 billion.
SCCM Small Cap Worth Fairness Technique said the next relating to Quaker Chemical Company (NYSE:KWR) in its third quarter 2025 investor letter:
“Quaker Chemical Company (NYSE:KWR) is a world chief in industrial course of fluids, lubricants, and specialty chemical compounds serving the metalworking, metal, automotive, aerospace, and basic manufacturing industries. The corporate offers mission-critical merchandise that enhance course of effectivity, prolong gear life, and help sustainability initiatives throughout various industrial provide chains. Quaker Houghton has constructed a resilient enterprise mannequin characterised by excessive buyer retention, robust pricing energy, and disciplined execution via financial cycles. Its administration staff continues to navigate uncooked materials volatility successfully whereas increasing margins via operational efficiencies and innovation-driven product differentiation. The corporate’s publicity to industrial manufacturing, infrastructure funding, and reshoring tendencies ought to place it to profit from a sustained restoration in world manufacturing. Continued penetration in worldwide markets, notably in rising economies, alongside prudent capital allocation and ongoing sustainability initiatives, helps sturdy earnings development and engaging long-term compounding potential. With a robust steadiness sheet, strong free money movement era, and increasing strategic partnerships, Quaker Houghton represents a high-quality franchise ready to outperform via the subsequent section of the cycle.”
