Do You Believe in the Upside Potential of Quaker Houghton (KWR)?

5 days ago 8

Soumya Eswaran

Tue, November 25, 2025 astatine 7:40 AM CST 3 min read

Cullen Capital Management, LLC, operating nether the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Small Cap Value Equity Strategy” third-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. The US equity marketplace continued the rally successful the 3rd 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) successful the quarter. The tiny caps delivered beardown results successful the quarter, driven by Fed complaint cuts, broad-based economical resilience, and renewed capitalist appetite for risk. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, SCCM Small Cap Value Equity Strategy highlighted stocks specified as Quaker Chemical Corporation (NYSE:KWR). Quaker Chemical Corporation (NYSE:KWR) offers concern process fluids for steel, aluminum, automotive, aerospace, offshore, can, mining, and metalworking companies. The one-month instrumentality of Quaker Chemical Corporation (NYSE:KWR) was 2.48%, and its shares mislaid 13.72% of their worth implicit the past 52 weeks. On November 24, 2025, Quaker Chemical Corporation (NYSE:KWR) banal closed astatine $136.15 per share, with a marketplace capitalization of $2.368 billion.

SCCM Small Cap Value Equity Strategy stated the pursuing regarding Quaker Chemical Corporation (NYSE:KWR) successful its 3rd 4th 2025 capitalist letter:

"Quaker Chemical Corporation (NYSE:KWR) is simply a planetary person successful concern process fluids, lubricants, and specialty chemicals serving the metalworking, steel, automotive, aerospace, and wide manufacturing industries. The institution provides mission-critical products that amended process efficiency, widen instrumentality life, and enactment sustainability initiatives crossed divers concern proviso chains. Quaker Houghton has built a resilient concern exemplary characterized by precocious lawsuit retention, beardown pricing power, and disciplined execution done economical cycles. Its absorption squad continues to navigate earthy worldly volatility efficaciously portion expanding margins done operational efficiencies and innovation-driven merchandise differentiation. The company’s vulnerability to concern production, infrastructure investment, and reshoring trends should presumption it to payment from a sustained betterment successful planetary manufacturing. Continued penetration successful planetary markets, peculiarly successful emerging economies, alongside prudent superior allocation and ongoing sustainability initiatives, supports durable net maturation and charismatic semipermanent compounding potential. With a beardown equilibrium sheet, coagulated escaped currency travel generation, and expanding strategical partnerships, Quaker Houghton represents a high-quality franchise successful a presumption to outperform done the adjacent signifier of the cycle."