Value Investing
February 2021

The Underestimated Recovery Ahead

A near-term case for economically cyclical and Covid-impacted stocks, and their amplified profit potential.

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Global Markets
February 2021

Causeway Funds Webcasts: 4Q2020

Causeway Funds invites you to view our 4Q2020 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

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Region / Sector Specific
January 2021

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

Causeway discusses the transition to cleaner energy and the compelling value investment opportunities in related industries.

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November 2020

ESG alpha, novel metrics and integration in the investment process

Causeway vice president and senior research analyst, Mo Khan, recently appeared on Investment Magazine’s Market Narrative podcast with Alex Proimos to discuss his work on ESG at Causeway. In the episode, Mo and Alex discuss the increased investor scrutiny on ESG issues over the past 10 years, the economic rationale between ESG and alpha, and the importance of developing an internal view of ESG factors and materiality. Also covered are topics such as how ESG differs at the stock-level versus integration at the portfolio-level, how ESG engagement can be viewed as an alternative to negative screens, standardization in ESG reporting, and the role of investor education and the sharing of research.

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article / November 2020

Separating the Wheat from the Chaff: Seeking to Identify Long-Term Winners Using Causeway’s Competitive Strength Score

An industry’s competitive landscape and a company’s position within it have been closely linked to changes in profitability and, ultimately, a stock’s return potential. In this research piece, we discuss Causeway’s quantitative competitive strength framework that we believe addresses some of these important issues and aids in stock selection.

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webinar / November 2020

A Challenging Truth: Investors Need Value Today More Than Ever (Webinar)

We believe that investors need value stocks now more than ever. In this webinar, Causeway co-founders Sarah Ketterer and Harry Hartford will examine today’s market distortions and the extreme value discount. As an active value manager, we highlight some of the most compelling investment opportunities that we have seen in decades.

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article / November 2020

Update On COVID-19 Vaccines: A Major Breakthrough For mRNA Technology

Following today’s major COVID-19 vaccine announcement from Pfizer and BioNTech, we have summarized the key insights from our research team. Resolving the current healthcare crisis will be critical in sustaining a value recovery and today’s news was a significant milestone. As we ultimately exit the COVID-19 crisis, we believe our positioning in well-managed cyclical stocks should benefit our clients’ portfolios.

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webcast / October 2020

Causeway Funds Webcasts: 3Q2020

Causeway Funds invites you to view our 3Q2020 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

Causeway International Value / Causeway Global Value Fund
Causeway Emerging Markets / Causeway International Opportunities
Causeway International Small Cap Fund
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article / August 2020

The “GFC” For Travel

After their worst year on record, a recovery in travel-related stocks may be in sight.

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webcast / July 2020

Causeway Funds Webcasts: 2Q2020

Causeway Funds invites you to view our 2Q2020 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

Causeway International Value / Causeway Global Value Fund
Causeway Emerging Markets / Causeway International Opportunities
Causeway International Small Cap Fund
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article / July 2020

A Value Investor Uncovers Opportunities in Technology

In a sector known for lofty valuations, a value investor can identify technology stocks with promising return potential.

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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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