Value Investing
February 2021

The Underestimated Recovery Ahead

A near-term case for economically cyclical and Covid-impacted stocks, and their amplified profit potential.

Read More
Global Markets
February 2021

Causeway Funds Webcasts: 4Q2020

Causeway Funds invites you to view our 4Q2020 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

Read More
Region / Sector Specific
January 2021

A Value Manager’s Take on Disruption: The Energy Transition (Webinar)

Causeway discusses the transition to cleaner energy and the compelling value investment opportunities in related industries.

View Webinar Download PDF
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.

Read More Download PDF
webinar / November 2020

A Challenging Truth: Investors Need Value Today More Than Ever (Webinar)

We believe that investors need value stocks now more than ever. In this webinar, Causeway co-founders Sarah Ketterer and Harry Hartford will examine today’s market distortions and the extreme value discount. As an active value manager, we highlight some of the most compelling investment opportunities that we have seen in decades.

View Webinar Download Slides
article / November 2020

Update On COVID-19 Vaccines: A Major Breakthrough For mRNA Technology

Following today’s major COVID-19 vaccine announcement from Pfizer and BioNTech, we have summarized the key insights from our research team. Resolving the current healthcare crisis will be critical in sustaining a value recovery and today’s news was a significant milestone. As we ultimately exit the COVID-19 crisis, we believe our positioning in well-managed cyclical stocks should benefit our clients’ portfolios.

Read More Download PDF
webcast / October 2020

Causeway Funds Webcasts: 3Q2020

Causeway Funds invites you to view our 3Q2020 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

Causeway International Value / Causeway Global Value Fund
Causeway Emerging Markets / Causeway International Opportunities
Causeway International Small Cap Fund
Read More

Read More
article / August 2020

The “GFC” For Travel

After their worst year on record, a recovery in travel-related stocks may be in sight.

Read More
webcast / July 2020

Causeway Funds Webcasts: 2Q2020

Causeway Funds invites you to view our 2Q2020 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

Causeway International Value / Causeway Global Value Fund
Causeway Emerging Markets / Causeway International Opportunities
Causeway International Small Cap Fund
Read More

Read More
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.

Read More
article / June 2020

Don’t Ignore History: Cyclical Stocks Have Led Market Recoveries

History may hold the key to the next market leaders: economically cyclical stocks may once again propel a global market rebound.

Read More

Terms and Conditions of Use:

Please read the following before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which Causeway Funds plc is authorised for sale.

Causeway Funds plc (the "Fund") is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferable Securities pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011 (S.I. 352 of 2011) of Ireland, as amended.

The Fund and its sub-funds are only authorised in certain jurisdictions.

This website is not aimed at any US person (as defined by Regulations S of the US Securities Act of 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the United States. Purchase orders from US investors or other ineligible investors will not be accepted. This site is not intended for US persons. If you are trying to find information about the Causeway Funds registered for sale in the United States, please go to our Funds page . Restrictions may also apply to residents of other countries.

Subscriptions will only be received and shares issued on the basis of the current prospectus for the Fund and relevant supplement for a sub-fund. It is your responsibility to use such prospectus and supplement, and by making an application you will be deemed to represent that you have read such prospectus and supplement and agree to be bound by its contents. Copies of the prospectus, supplements and, when available, other reports can be obtained from this website. The Fund prices contained in this website are indicative only and should not be relied upon for dealing. No warranty or representation is made with respect to the information contained in this website, including, without limitation, that the information is accurate, complete or timely. None of the information, whether in part or full, should be copied, reproduced or redistributed in any form. Past performance is not indicative of future results.

The information on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this website. Unless otherwise specified, it is not intended to be directed to any person(s) in particular. Information from this website must not be used in any jurisdiction where prohibited by law and must not be used in a way that would be contrary to local law or legislation. You should not access this site or information on this site if you know that your access would contravene applicable local, national or international laws. No investment advice, tax advice, or legal advice is provided through this website, and you agree that this website will not be used by you for these purposes. No representation is given that shares, products, or services identified on, or accessible through, this website are suitable for any particular investor.

By clicking the box below, you confirm and represent that you are from an eligible jurisdiction to review material relating to the Fund, or that you are authorised to conduct investment business in the jurisdiction within which you are resident and, under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes). It is critical that the information you provide is accurate and a failure to provide accurate information will be a material breach of these terms and conditions.

If you are a resident of any other country please view our strategies.