Causeway Funds: Thai oil refiners are seen as EM risk hedges
Portfolio manager Arjun Jayaraman shares his preferred plays in emerging markets, saying he’s bullish on Thai oil refiners.
Portfolio manager Arjun Jayaraman shares his preferred plays in emerging markets, saying he’s bullish on Thai oil refiners.
Out of 150 of the largest asset managers in the US, only 11 received a top rating from Morningstar. Read more about why Causeway made the list in Citywire’s recent ratings overview.
Morningstar’s Todd Trubey says Causeway’s combination of discipline and focus alongside its impressive return history makes it a standout amongst its category peers.
Portfolio manager Ryan Myers sees value in Korean financials and Chinese construction and explains which stocks to watch as the AI buildout continues.
Co-founders Sarah Ketterer and Harry Hartford established Causeway with a vision to provide clients value-focused equity strategies that spanned the globe. Twenty five years later, Ketterer shares what’s changed and how it’s affected how our team invests in today’s competitive landscape.
CEO and portfolio manager Sarah Ketterer makes the case for quality stock selection, especially in sectors like health care, where AI implementation could be transformative.
Causeway today announced it has been named Mutual Fund Provider of the Year at the 2026 InvestmentNews Awards.
Portfolio manager Sarah Ketterer explores where AI is genuinely changing fund management and why human judgment still matters.
Portfolio manager Arjun Jayaraman says the biggest risk for emerging markets is a slowdown in AI capital spending. He notes that a modest appreciation in the U.S. dollar is unlikely to hurt emerging markets if the AI capex theme stays intact.
Causeway emerged victorious from their bet on stocks laid low by the Covid pandemic and today sees a similar opportunity in AI losers.
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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.
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