A Value Manager’s Take on Disruption: The Energy Transition (Webinar) – Causeway Capital

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Companies boasting “disruptive innovation” have dominated the investment conversation – and valuations – across a variety of industries in recent years. In the Causeway Disruption Series, we examine this topic from a value investor’s perspective. In the first installment of the series, portfolio manager, Steve Nguyen, discusses the transition to cleaner energy and the compelling value investment opportunities we are uncovering in related industries.

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