Causeway’s research team fuses two distinct yet complementary investment research skill sets: fundamental and quantitative. This dual perspective in a collaborative environment gives us a knowledge advantage that we believe helps us build portfolios and control risk for clients. Our integration of these investment disciplines in every strategy we manage sets us apart from other firms.

Fusing fundamental and quantitative research skills

Fundamental research focused on value

Our fundamental portfolio managers and analysts belong to research clusters organized by global sectors. This format brings a cross-trained group of Causeway sector specialists together to critique and debate each investment idea, looking to buy or sell at the right price and the right time. Their expertise is complemented by our quantitative team’s risk modeling insight.

Quantitative research focused on multi-factor alpha and risk management

Our quantitative portfolio managers and analysts manage Causeway’s emerging markets, international small cap and absolute return strategies, and provide screening and risk management tools to the fundamental investment process for our other strategies. The fundamental team complements this analysis with valuable insight that augments quantitative data.

Fundamental

  • Focus on bottom-up research
  • Conduct research by global cluster
  • Perform in-depth stock-level valuation

Research
interaction

Quantitative

  • Develop/analyze factor research
  • Assess and manage risk
  • Conduct ongoing analytics, custom screens and studies
  • Research
    clusters
  • Financials
    Materials
  • Technology
    Telecom
  • Energy
    Utilities
  • Industrials
    Manufacturing
  • Consumer
  • Health care
  • Portfolio
    manager
    responsibilities
  • Alpha
    research
  • Risk
    modeling
  • Risk
    reporting
  • Strategy
  • Analytics

Fusing fundamental and quantitative research skills

Fundamental research focused on value

Our fundamental portfolio managers and analysts belong to research clusters organized by global sectors. This format brings a cross-trained group of Causeway sector specialists together to critique and debate each investment idea, looking to buy or sell at the right price and the right time. Their expertise is complemented by our quantitative team’s risk modeling insight.

Fundamental

  • Focus on bottom-up research
  • Conduct research by global cluster
  • Perform in-depth stock-level valuation
  • Research
    clusters
  • Financials
    Materials
  • Technology
    Telecom
  • Energy
    Utilities
  • Industrials
    Manufacturing
  • Consumer
  • Health care

Research
interaction

Quantitative research focused on multi-factor alpha and risk management

Our quantitative portfolio managers and analysts manage Causeway’s emerging markets, international small cap and absolute return strategies, and provide screening and risk management tools to the fundamental investment process for our other strategies. The fundamental team complements this analysis with valuable insight that augments quantitative data.

Quantitative

  • Develop/analyze factor research
  • Assess and manage risk
  • Conduct ongoing analytics, custom screens and studies
  • Portfolio
    manager
    responsibilities
  • Alpha
    research
  • Risk
    modeling
  • Risk
    reporting
  • Strategy
  • Analytics

The benefits of collaboration

Collaboration enhances the strengths while mitigating the limitations.

FundamentalQuantitative
Core focus

Depth

Breadth

Strengths
  • In-depth knowledge
  • High-conviction calls
  • Transparent research process
  • Objective, consistent stock ranking
  • Mitigates behavior biases
  • Sophisticated risk management
Limitations
  • Time intensive
  • Inherently subjective
  • Risk management challenges
  • Imperfect data and potential blind spots
  • Limited company-specific knowledge
  • Potential to oversimplify analysis
FundamentalQuantitative
Core focus

Depth

Breadth

Strengths
  • In-depth knowledge
  • High-conviction calls
  • Transparent research process
  • Objective, consistent stock ranking
  • Mitigates behavior biases
  • Sophisticated risk management
Limitations
  • Time intensive
  • Inherently subjective
  • Risk management challenges
  • Imperfect data and potential blind spots
  • Limited company-specific knowledge
  • Potential to oversimplify analysis