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Cullen Capital Administration, LLC, working below the identify Schafer Cullen Capital Administration, Inc. (SCCM), has launched its “SCCM Worth Fairness Technique” third-quarter investor letter. A duplicate of the letter will be downloaded right here. The US fairness market continued the rally within the third quarter, with the S&P 500 returning 8.1% and the Russell 1000 Worth surging 5.3%. The worth fairness technique returned 6.9% (gross of charges) and 6.8% (web of charges) within the quarter, whereas the Russell 1000 Worth and S&P 500 returned 5.3% and eight.1%, respectively, throughout the identical interval. The technique returned 13.0% (gross), YTD, in comparison with the Russell 1000 Worth’s +11.7% return and the S&P 500’s +14.8% return. As well as, you possibly can verify the fund’s prime 5 holdings to find out its greatest picks for 2025.
In its third-quarter 2025 investor letter, SCCM Worth Fairness Technique highlighted shares resembling Becton, Dickinson and Firm (NYSE:BDX). Becton, Dickinson and Firm (NYSE:BDX) is a healthcare firm that develops and manufactures medical provides, gadgets, laboratory gear, and diagnostic merchandise. The one-month return of Becton, Dickinson and Firm (NYSE:BDX) was 2.24%, and its shares misplaced 13.52% of their worth during the last 52 weeks. On November 18, 2025, Becton, Dickinson and Firm (NYSE:BDX) inventory closed at $192.33 per share, with a market capitalization of $55.127 billion.
SCCM Worth Fairness Technique said the next relating to Becton, Dickinson and Firm (NYSE:BDX) in its third quarter 2025 investor letter:
“Becton, Dickinson and Firm (NYSE:BDX) was bought within the Worth technique. BDX is a worldwide medical expertise firm engaged within the growth, manufacture and sale of a broad vary of medical provides, gadgets, laboratory gear and diagnostic merchandise utilized by hospitals, medical workplaces, physicians, medical laboratories, and the pharmaceutical business. Its BD Medical (50% of 2024 gross sales) section focuses on gadgets for treatment supply, together with syringes, needles, infusion pumps, pre-filled syringes and associated pharmaceutical companies. BD is the world’s largest producer of syringes, with over 80% market share in US hospital syringes. Its BD Life Sciences (26%) section gives services for illness detection and analysis, with choices together with diagnostic methods, move cytometry devices, and reagents utilized in laboratories for illness identification and monitoring. Its BD Interventional (24%) section affords surgical and interventional gadgets, resembling catheters and vascular entry instruments.
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