Causeway portfolio manager Kevin Durkin explains why specialists in deepwater and harsh environment engineering are the most attractive stocks in the energy sector, and why leaders in these fields have a promising earnings recovery trajectory under all but the most dire of economic scenarios.
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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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