Cullen Capital Management, LLC, operating as Schafer Cullen Capital Management, Inc. (SCCM), released its third-quarter investor letter, reporting a 14.4% return on the Small Cap Value Equity strategy in a strong quarter for small caps. The fund’s top 5 holdings for 2025 can be viewed in the letter.

In the third quarter of 2025, SCCM Small Cap Value Equity Strategy highlighted Ecovyst Inc. (NYSE: ECVT), citing its specialty catalysts and services. The stock saw a 10.00% one-month return and closed at $9.13 per share on November 26, 2025, with a market cap of $1.045 billion.

Despite optimism around Ecovyst Inc. (NYSE: ECVT), SCCM Small Cap Value Equity Strategy sold the stock in the quarter due to softened end-market demand, reduced pricing power, and slower industrial recovery, leading to tempered confidence in earnings growth.

Ecovyst Inc. (NYSE: ECVT) is not among the 30 Most Popular Stocks Among Hedge Funds. While 36 hedge fund portfolios held the stock at the end of the second quarter, SCCM believes certain AI stocks offer greater upside potential with less downside risk.

For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q3 2025 page. Explore The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money for additional insights.

Read more at Yahoo Finance: Should You Consider Selling Ecovyst (ECVT)?