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      Value Investing
      November 2023

      Six Points with Harry Hartford

      Causeway president and portfolio manager Harry Hartford shares six key portfolio and market outlook points for November.

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      Global Markets
      October 2023

      Causeway Capital Webcasts: 3Q2023

      Causeway Capital invites you to view our 3Q2023 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

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      Region / Sector Specific
      October 2023

      Notes from the Road

      Causeway analysts share primary research insights on Japan, semiconductor cycles, pharmaceutical legislation, China A-shares, and industrials.

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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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      video / February 2020

      Quick Takes: Big Data and Machine Learning

      Causeway quantitative analysts debut ways they harness the power of big data for investment strategies.

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      video / February 2020

      Quick Takes: Alternative Data

      In this video, Causeway quantitative analysts highlight two unique sources of alternative data that we now use in our investment processes.

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      article / February 2020

      Data, Data Everywhere but Don’t Forget to Think

      Causeway shares examples of harnessing the potential alpha in new data sources, tools and techniques.

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      article / May 2019

      Highlights from Causeway Convergence 2019

      We share investment videos from the Causeway research team on topics we featured at our March 2019 client conference.

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      video / January 2019

      ESG and Alpha

      We approach the question of where there is alpha in ESG by constructing new governance and ESG scores, drawing on economic concepts from the academic literature.

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      article / August 2018

      Value and Earnings Estimates Revisions – A Powerful Pairing

      This paper highlights how new areas of convergence have empowered our portfolio managers to address the challenges of value investing in today’s markets.

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      article / April 2017

      A Highlight from Causeway's 2017 Client Conference: The Hitchhiker’s Guide to the Value Cycle

      We share insights on the value investing cycle from our March 2017 client conference.

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