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.
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.
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.
video / May 2020
Senior research analyst Mozaffar Khan appears on AssetTV to examine ESG trends, integration and awareness.
article / October 2019
Corporate Governance, ESG, and Stock Returns around the World
We constructed governance and ESG metrics that yield statistically and economically significant alpha in a global investable universe. Our research is featured in the CFA Institute's Financial Analysts Journal.
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.
video / April 2019
Senior research analyst Mozaffar Khan appears on AssetTV to discuss ESG investing.
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.
webinar / August 2018
ESG and Alpha Webinar
Is there alpha in ESG? We approach this question by constructing new governance and ESG scores, drawing on economic concepts from the academic literature.
article / September 2017
ESG and Alpha: The Role of Materiality
We share new evidence that sheds light on whether there is a potential tradeoff between return performance and ESG investing.
article / July 2017
Causeway’s Observations on Environmental, Social, Governance Investing and Ratings
We scrutinize the performance impact of an ESG approach, compare data providers, and share how we believe Causeway can improve the alpha potential of third party ESG data.