October 2024
Notes from the Road: Japanese IT, Healthcare Technology, Insurance Reform, and More
Causeway analysts share research travel insights on Japanese IT, healthcare technology, insurance reform, and more.
August 2024
Unboxing Value
What standardized style definitions may be missing about value investing.
July 2024
Moving on Up: International Small Cap Targets & Graduates
How acquisition targets and index “graduates” have benefitted international small cap equity returns.
article / August 2023
ESG Misconceptions: Putting Problems in Perspective Can Lead to Better Solutions
Mo Khan’s recent work examining common critiques and misconceptions of ESG investing was recently published in the Journal of Impact & ESG Investing
ESG Misconceptions: Putting Problems in Perspective Can Lead to Better Solutions
webcast / February 2022
Introducing Causeway Global Sustainable Leaders Equity Strategy
Causeway has gone one step further in its ESG journey and developed sustainability-focused investment strategies.
article / July 2021
Value Investing in the Energy Transition
Outside of expensive renewables pure plays, how can investors participate in the energy transition?
webcast / March 2021
A Value Manager's Take On Disruption: ESG At Causeway (Webinar)
Sustainability and corporate responsibility drive consumer, policy, and company priorities, now more than ever before. A discussion of Causeway's approach to ESG considerations.
article / March 2021
Forging an Alpha-Centric Approach to ESG
A discussion of ESG's relation to alpha, incorporating ESG into an investment framework, ways to evaluate managers on ESG, and how the field is evolving.
November 2020
ESG alpha, novel metrics and integration in the investment process
Mo Khan appeared on Investment Magazine’s Market Narrative podcast with Alex Proimos to discuss his work on ESG at Causeway.
video / May 2020
ESG Masterclass
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.