February 2026
Korea’s Rally—More Than Memory
A memory upcycle catalyzed South Korea’s recent rally. Reform, macro support, and broader industrial leadership should sustain it.
January 2026
Causeway Capital Webcasts: 4Q2025
Causeway Capital invites you to view our 4Q2025 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.
November 2025
Multi-Year Tailwinds May Be Taking Shape for Emerging Markets Equities
After years of US dominance, conditions appear to be aligning to make EM particularly attractive for allocators.
video / November 2025
Avoiding Zombies: Why Fundamental Review Matters in Small Cap Investing
Using fundamentals to spot and exclude weak small cap companies.
video / September 2025
Catching Risks, Sharpening Signals
How fundamental research strengthens quantitative strategies.
video / June 2025
Alpha Without Borders: Global Systematic Equity
GSE is a quantitative strategy designed to seek alpha across regions, market regimes, and company sizes.
video / April 2025
Global Investing, Evolved: Global Systematic Equity
GSE is a quantitative, actively managed global equity strategy built to adapt across market regimes.
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.
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.
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.
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.