Cullen Capital Administration, LLC, working beneath the identify Schafer Cullen Capital Administration, Inc. (SCCM), has launched its “SCCM Small Cap Worth Fairness Technique” third-quarter investor letter. A duplicate of the letter might 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 sturdy leads to the quarter, pushed by Fed price cuts, broad-based financial resilience, and renewed investor urge for food for threat. As well as, you possibly can test the fund’s prime 5 holdings to find out its greatest picks for 2025.
In its third-quarter 2025 investor letter, SCCM Small Cap Worth Fairness Technique highlighted shares similar to 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 corporations. 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 normal manufacturing industries. The corporate offers mission-critical merchandise that enhance course of effectivity, lengthen tools life, and assist sustainability initiatives throughout various industrial provide chains. Quaker Houghton has constructed a resilient enterprise mannequin characterised by excessive buyer retention, sturdy pricing energy, and disciplined execution by way of financial cycles. Its administration crew continues to navigate uncooked materials volatility successfully whereas increasing margins by way of 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, significantly in rising economies, alongside prudent capital allocation and ongoing sustainability initiatives, helps sturdy earnings development and enticing long-term compounding potential. With a robust stability sheet, stable free money circulate era, and increasing strategic partnerships, Quaker Houghton represents a high-quality franchise ready to outperform by way of the following part of the cycle.”
