Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Small Cap Value Equity Strategy” third-quarter investor letter. A copy of the letter can be downloaded here. The US equity market continued the rally in the third quarter, with the Russell 2000 returning 12.4% and the Russell 2000 Value surging 12.6%. The Small Cap Value Equity strategy returned 14.4% (gross of fees) and 14.2% (net of fees) in the quarter. The small caps delivered strong results in the quarter, driven by Fed rate cuts, broad-based economic resilience, and renewed investor appetite for risk. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its third-quarter 2025 investor letter, SCCM Small Cap Value Equity Strategy highlighted stocks such as Ecovyst Inc. (NYSE:ECVT). Ecovyst Inc. (NYSE:ECVT) provides specialty catalysts and services. The one-month return of Ecovyst Inc. (NYSE:ECVT) was 10.00%, and its shares gained 14.84% of their value over the last 52 weeks. On November 26, 2025, Ecovyst Inc. (NYSE:ECVT) stock closed at $9.13 per share, with a market capitalization of $1.045 billion.
SCCM Small Cap Value Equity Strategy stated the following regarding Ecovyst Inc. (NYSE:ECVT) in its third quarter 2025 investor letter:
“Ecovyst Inc. (NYSE:ECVT) was sold during the quarter as end-market demand across catalysts and silicas softened, leading to reduced pricing power and lower utilization rates. Slower-than-anticipated recovery in industrial activity and limited operating leverage tempered confidence in earnings growth.”
Ecovyst Inc. (NYSE:ECVT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held Ecovyst Inc. (NYSE:ECVT) at the end of the second quarter, which was 23 in the previous quarter. While we acknowledge the potential of Ecovyst Inc. (NYSE:ECVT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
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