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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.