Causeway Capital Management: Value and Earnings Estimates Revisions — A Powerful Pairing

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Causeway’s dual research perspective combines insights from fundamental and quantitative research, and is the defining feature of our investment philosophy. This paper is the first in a series, highlighting how new areas of convergence have empowered our portfolio managers to address the challenges of value investing in today’s markets. In our August newsletter, we explore the benefits of incorporating quantitative earnings estimates revisions metrics in a value strategy. We find that the two approaches are a powerful pair and combining them can potentially enhance risk-adjusted returns.

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