July 2026
Causeway’s AI Business Disruption Factor
How can investors measure AI disruption risk? Discover Causeway's eight-factor AI Business Disruption Risk framework for evaluating companies, portfolios, and industries.
July 2026
The Code Is Not the Moat
AI can write code, but can it replicate the competitive advantages of enterprise resource planning software?
July 2026
Causeway Capital Webcasts: 2Q2026
Causeway Capital invites you to view our 2Q2026 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.
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.