Cullen Capital Management, LLC, operating as Schafer Cullen Capital Management, Inc. (SCCM), released its third-quarter investor letter. The value equity strategy returned 6.9% (gross) and 6.8% (net) in Q3, outperforming the Russell 1000 Value (5.3%) and S&P 500 (8.1%). YTD, the strategy returned 13.0%, compared to the Russell 1000 Value’s 11.7% and S&P 500’s 14.8%.

SCCM Value Equity Strategy highlighted Lowe’s Companies, Inc. (LOW) in its Q3 investor letter. LOW, a home improvement retailer, had a one-month return of -9.84% and lost 16.52% over the last 52 weeks. On November 18, 2025, LOW closed at $219.57 per share with a market cap of $123.14 billion.

In the Q3 2025 investor letter, SCCM Value Equity Strategy praised LOW’s performance. The company reported strong second-quarter earnings, with comparable sales up 1.1% driven by growth in both Pro and DIY segments. Gross margins expanded, and the company announced an $8.8 billion acquisition. Positive sentiment was supported by solid execution and margin improvement.

Lowe’s Companies, Inc. (LOW) is held in 75 hedge fund portfolios, up from 68 in the previous quarter. While LOW has investment potential, certain AI stocks offer greater upside potential with less downside risk. For a report on an undervalued AI stock benefiting from tariffs and the onshoring trend, refer to the link provided.

Read more at Yahoo Finance: Lowe’s Companies (LOW) Soared Following Strong Results