Insightful Investor / June 23, 2026

Causeway Funds: Temporary Setbacks, Durable Businesses

Portfolio manager Sarah Ketterer explains how she invests in companies facing temporary setbacks, why underwriting earnings power two years out may matter more than near term results, and how thinking past the trough helps identify durable businesses before the recovery becomes obvious.

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Important Disclosures

June 22, 2026

Causeway Funds: Stock Picks from 2026 Morningstar Investment Conference

Portfolio manager Conor Muldoon noted that Liberation Day was a shock to the markets, which tend to overreact in the short term and underreact in the medium to long term. However, he added that these situations present opportunities for Causeway.

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May 19, 2026

Causeway Funds: Investment Week Highlights Causeway's Emerging Markets Strategy

Portfolio manager Ryan Myers shares how Causeway’s Emerging Markets portfolio can provide diversified alpha sources with disciplined risk controls as the market evolves through the next AI infrastructure cycle.

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Bloomberg / May 15, 2026

Causeway Funds: Bloomberg's Open Interest with Sarah Ketterer

Portfolio manager Sarah Ketterer emphasizes the importance of portfolio diversification when navigating uncertainty in the markets.

May 05, 2026

Causeway Funds: This Top Value Investor Likes Software Stocks Despite AI Threat

CEO and portfolio manager Sarah Ketterer shares her thoughts on how AI will ultimately benefit software stocks.

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April 23, 2026

Causeway’s Sarah Ketterer and Harry Hartford Named Recipients of 2026 U.S. Morningstar Awards for Investing Excellence

Firm’s Co-Founders Recognized as Outstanding Equity Portfolio Managers

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April 17, 2026

Causeway Funds: Built for Uncertainty: Causeway Quantitative Beat Benchmarks in March Amid War and Oil Shock

March 2026 saw a sharp spike in volatility as markets grappled with rapidly shifting headlines around the Middle East conflict, rising oil prices, and tightening financial conditions. Periods like these tend to test both alpha generation and risk management. Yet Causeway’s quantitatively managed Emerging Markets and International Small Cap Funds generated positive alpha for the month.

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Bloomberg / April 10, 2026

Causeway Funds: Bloomberg Markets with Ellen Lee

Portfolio manager Ellen Lee believes short term volatility can offer some opportunities but it’s Causeway’s disciplined approach and focus on company fundamentals that keeps them steady amid the headline noise.

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Please read the following before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which Causeway Funds plc is authorised for sale.

Causeway Funds plc (the "Fund") is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferable Securities pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011 (S.I. 352 of 2011) of Ireland, as amended.

The Fund and its sub-funds are only authorised in certain jurisdictions.

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