What Makes Avient Corp (AVNT) a Lucrative Investment?

5 days ago 6

Soumya Eswaran

Tue, November 25, 2025 astatine 7:38 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 arsenic Avient Corporation (NYSE:AVNT). Avient Corporation (NYSE:AVNT) is simply a formulator of worldly solutions that operates successful Color, Additives and Inks; and Specialty Engineered Materials segments. The one-month instrumentality of Avient Corporation (NYSE:AVNT) was 10.15%, and its shares mislaid 44.21% of their worth implicit the past 52 weeks. On November 24, 2025, Avient Corporation (NYSE:AVNT) banal closed astatine $29.29 per share, with a marketplace capitalization of $2.682 billion.

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

"Avient Corporation (NYSE:AVNT) is simply a planetary supplier of specialized polymer materials, colorants, composites, and additives serving cardinal extremity markets specified arsenic packaging, healthcare, defense, and concern manufacturing. The institution has successfully transitioned from a commodity materials concern to a higher-margin specialty formulator done strategical acquisitions and divestitures, focusing connected sustainability and precocious worldly innovation. Execution remains strong, supported by outgo discipline, productivity initiatives, and an expanding premix of recurring and value-added gross streams. Exposure to resilient sectors similar healthcare and defence provides stability, portion request betterment successful packaging and concern applications offers cyclical upside. Management continues to thrust premix improvement, borderline expansion, and deleveraging done operational excellence and targeted superior allocation. Avient is besides investing successful next-generation materials aligned with semipermanent trends successful electrification, lightweighting, and circular manufacturing. With a stronger equilibrium sheet, expanding escaped currency flow, and a structurally improved net profile, we judge Avient is good positioned to compound worth and outperform accepted chemic peers implicit the coming cycle."