power your advice

The Importance of Value Investing with Cathy Howse

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Catherine Howse, Vice President at Schafer Cullen Capital Management, discussing:

  • Schafer Cullen’s history
  • Why they focus on long-term value investing vs. chasing short-term returns
  • Why you should think about finding a dividend manager in your portfolio strategies
  • Catherine’s career at Schafer Cullen, in which she progressed from assistant to Vice President at by taking every opportunity to learn & grow from those around her

Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention. 

We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Schafer Cullen Capital Management / Cullen Funds | Discovery Data | Global Trend Events

Related: Get Your Clients Comfortable Being Uncomfortable with Rodrigo Gordillo

Presented by: Thompson IM Funds, Inc.