Causeway Capital Management

Causeway CEO and portfolio manager Sarah Ketterer joined Bloomberg Intelligence's Inside Active podcast to discuss integrating modern technology into a traditional value philosophy, how liquidity affects a market’s discounting mechanism, and more. Many thanks to hosts David Cohne and Laurent Douillet! Full episode here: https://lnkd.in/ghXvFGAB #valueinvesting #ai #internationalinvesting

From AI-enabled MRI scans to European pension reform, our analysts returned from research travel with fresh perspectives on sector innovations. Read our latest Notes from the Road for insights from Causeway fundamental analysts Naveen Bobba, Nate Klein, CFA, Spenser May, CFA and Allison Liegner, CFA. https://lnkd.in/g855zKuA #valueinvesting

Causeway portfolio manager Ellen Lee on analyzing Chinese and American consumer investment opportunities, with Bloomberg's Romaine Bostick, CFA and Alix Steel.

Causeway portfolio manager Arjun Jayaraman shares his current top emerging markets countries for alpha generation on CNBC's Street Signs. Watch the full segment here: https://lnkd.in/gFVwMvdv

Causeway CEO and portfolio manager Sarah Ketterer discusses value investing and co-founding Causeway Capital Management in this in-depth interview for Bloomberg Television's "Wealth with David Rubenstein." Full episode here: https://lnkd.in/gjF-eSTc

Over the last five years, 60% of US Small Cap mutual funds have outperformed the Russell 2000 benchmark, net of fees, and in Emerging Markets, 45% of mutual funds beat the MSCI EM Index, net of fees. The rewards to successfully selecting active managers are alive and well, says Causeway portfolio manager Joe Gubler in this Global Investment Institute interview. Joe will speak at the upcoming GII Equities Investment Forum in Melbourne on AI's potential to influence equity market winners and losers and enhance investment manager processes. https://lnkd.in/guNzYdyd

Causeway is delighted to announce we are a sponsor of the 2024 Black Women in Asset Management (BWAM) Conference in London on 4th October. This year’s theme is Thrive Together as BWAM seeks to inspire attendees to advance their careers in asset management through networking opportunities designed to connect them with industry leaders, innovators, and peers in asset management. The conference is a blend of recognition, networking, and professional development in a dynamic 1-day event. To view the complete speaker list, please visit: https://lnkd.in/dSmSBjdA To register, please visit: https://lnkd.in/gk9StbCq #BWAMCON2024 #ThriveTogether

Is it time for a small cap rally? In this episode of Money Life with Chuck Jaffe, portfolio manager Ryan Myers explores small cap investment opportunities across international markets. Full episode here: https://lnkd.in/gpaAbNcG #smallcaps #quantitativeinvesting

"We want to be the people that know the companies in the portfolio better than anyone else." Causeway portfolio manager Alessandro Valentini discussed with Investor's Business Daily the wealth of investment opportunities beyond the market's narrow focus, cyclical value versus restructuring value, and why he likes to buy stocks that have priced-in bad news. #valueinvesting

With back-to-school season comes the completion of our 2024 summer internship programs. We had the pleasure of hosting eight undergraduate and graduate interns at Causeway’s LA, Dallas, and Philly offices. They immersed themselves in research, client service, IT, operations, and business development, exploring their interests, deepening their industry knowledge, and sharpening their technical skills. Thank you Bautista Zucca, Cheyenne N., Elaine Ma, Keely Comizio, Sofia Villafuerte, Bruce Yu and our other interns for bringing your ambition, commitment, and inquisitiveness to Causeway this summer. We also extend our gratitude to our program partners: Girls Who Invest, SEO (Sponsors for Educational Opportunity), STREAM Foundation, and the universities that helped make these internships possible. Wishing our interns and students everywhere a successful and inspiring school year ahead!