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.
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.
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.
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.
article / August 2020
The “GFC” For Travel
After their worst year on record, a recovery in travel-related stocks may be in sight.
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.
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.
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.
webcast / April 2020
Causeway Funds Webcasts: 1Q2020
Causeway Funds invites you to view our 1Q2020 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
article / April 2020
Prepared for Takeoff: Aviation and Aerospace
It may serve investors to look beyond frightening near-term declines in passenger traffic and revenue and estimate the recovery potential for aviation and aerospace stocks.
article / March 2020
Apocalypse Now? Buy High Quality Cyclicals
Amid dire coronavirus-driven equity valuations, now may be the time to buy cyclical stocks, rather than waiting for better economic news.