July 2024
Moving on Up: International Small Cap Targets & Graduates
How acquisition targets and index “graduates” have benefitted international small cap equity returns.
July 2024
A Price for Everything: China on Sale
Causeway is finding tactical, valuation-driven investment opportunities in de-rated segments of China's equity market.
July 2024
Causeway Capital Webcasts: 2Q2024
Causeway Capital invites you to view our 2Q2024 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.
article / June 2021
Local Champions: The Upside Potential in Chinese Companies
From beneficiaries of onshoring to founder-led businesses, Causeway portfolio manager Fusheng Li is identifying upside in Chinese equities while seeking to manage the market's risks.
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.
article / July 2020
A Value Investor Uncovers Opportunities in Technology
In a sector known for lofty valuations, a value investor can identify technology stocks with promising return potential.