Finding global equity ideas for your portfolio in 2023

<p>Candice and Felicity are joined by Jeff Cullen on today’s podcast:</p><p>👤 Jeff joined Schafer Cullen Capital Management in 2013 as a Managing Director and product specialist, after working for Bank of America/Merrill Lynch.</p><br><p>🏦 At Bank of America/Merrill Lynch, he managed fee-based programs, mutual fund, ETF, and insurance product lines.</p><br><p>🎓 Jeff holds an undergraduate degree from Fairfield University and an MBA from Babson College.</p><br><p>💼 He currently manages the Shaw Global Equity Income managed account at Cullen Capital Management, which has outperformed its benchmark, the MSCI All Country World Value Index.</p><br><p>💰 The Global Equity Income Model is a global equity strategy that invests in a concentrated direct portfolio of dividend-paying large-cap global stocks.</p><br><p>📈 The Shaw Global Equity Income managed account has returned 8.53% in the last 6 months, 11.03% in the last 3 months, and -1.97% in the last month.</p><br><p>🎙️ In this podcast, Jeff discusses his stock selection process for the Global Equity Income Model, his top three stock ideas, and what investors should be cautious of.</p><br><p>Follow Talk Money To Me on <a href="https://www.instagram.com/talkmoneytomepodcast/" rel="noopener noreferrer" target="_blank">Instagram</a>, or send Candice and Felicity an email with all your thoughts <a href="mailto:tmtm@equitymates.com" rel="noopener noreferrer" target="_blank">here</a>.&nbsp; Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more <a href="https://www.cftgroup.com.au/team" rel="noopener noreferrer" target="_blank">here</a>.&nbsp;</p><br><p>The Community Survey helps us to understand who is engaging with Equity Mates Media, and more importantly, how we can continue to improve our content to help you on your money and investing journey. Win $500 in cash or tickets to FinFest 2023 by completing the <a href="https://www.surveymonkey.com/r/9FT7PSP " rel="noopener noreferrer" target="_blank">Equity Mates Media Community