Cullen Capital Management, LLC, operating as Schafer Cullen Capital Management, Inc. (SCCM), released its second-quarter investor letter. US equities surged in Q2, with the S&P 500 gaining 10.9%. SCCM’s composite returned -1.2% (net), underperforming the S&P 500 Buy-Write Index and SPDR Bloomberg High Yield Bond ETF. Check the fund’s top 5 holdings for 2025 picks.

In its Q2 2025 investor letter, SCCM Enhanced Equity Income Fund highlighted Dow Inc. (NYSE:DOW). Dow Inc. provides materials science solutions and saw a one-month return of 13.03%. On August 29, 2025, Dow Inc. stock closed at $24.63 per share with a market cap of $17.459 billion.

SCCM Enhanced Equity Income Fund sold its position in Dow Inc. due to challenges in construction, manufacturing, and automotive markets. Management has announced actions to improve cash flow. While the stock has upside potential, the timing remains uncertain.

Dow Inc. is not among the 30 Most Popular Stocks Among Hedge Funds. 40 hedge fund portfolios held Dow Inc. at the end of Q2 2025. Dow Inc.’s net sales were $10.1 billion in Q2 2025, down 7% from Q2 2024. Consider AI stocks for greater upside potential and lower downside risk.

Read more at Yahoo Finance: SCCM Enhanced Equity Income Fund Sold Dow (DOW) Amid Prolonged Market Weakness and Uncertain Recovery