Strong performance by SCCM Enhanced Equity Income Fund, highlighting Keurig Dr Pepper (KDP) as a pick.
From Yahoo Finance: 2025-07-02 09:59:00
Cullen Capital Management, LLC, also known as Schafer Cullen Capital Management, Inc. (SCCM), has released its first-quarter investor letter for the “SCCM Enhanced Equity Income Fund.” The fund outperformed its benchmarks, returning 5.8% compared to a -3.1% return by the CBOE Buy/Write Index (BXM) and a 0.8% return by the SPDR Bloomberg High Yield Bond ETF (JNK). The gains were driven by strong performance in seven sectors, including Information Technology and Consumer Discretionary.
In the first quarter of 2025, SCCM Enhanced Equity Income Fund highlighted Keurig Dr Pepper Inc. (NASDAQ: KDP) as one of its stock picks. Keurig Dr Pepper Inc. (NASDAQ: KDP) owns and distributes beverages and single-serve brewing systems. The stock gained 2.35% in one month and closed at $33.57 per share on July 1, 2025, with a market capitalization of $45.594 billion.
SCCM Enhanced Equity Income Fund provided insights on Keurig Dr Pepper Inc. (NASDAQ: KDP) in its Q1 2025 investor letter. The company, established in 2018 following a merger, has a diverse portfolio in beverages. Keurig Dr Pepper Inc. (NASDAQ: KDP) has shown consistent revenue and EPS growth, with a strong innovation pipeline and cost-saving initiatives. Shares were purchased at 16.6x 2025 earnings with a dividend yield of 2.8%.
Keurig Dr Pepper Inc. (NASDAQ: KDP) is not among the 30 Most Popular Stocks Among Hedge Funds. While the potential for Keurig Dr Pepper Inc. (NASDAQ: KDP) exists, AI stocks are believed to offer higher returns within a shorter timeframe. For investors interested in AI stocks with significant growth potential, a report on an undervalued AI stock poised for massive gains is recommended.
Read more at Yahoo Finance: Should You Invest in Keurig Dr Pepper (KDP)?