Causeway Funds: S&P 500 Aims For Another Record Close

Portfolio manager, Ellen Lee, shares how Causeway evaluates idiosyncratic opportunities in the equity market to find value opportunities.

 

 
 

Causeway Funds: Fed must alleviate underlying symptoms ailing the US economy

Causeway CEO & portfolio manager, Sarah Ketterer, analyzes the Fed’s critical rate cut decision on ‘Cavuto: Coast to Coast.’

 
 

Causeway Funds: India will be minimally impacted by a Harris or Trump presidency

Quantitative portfolio manager, Arjun Jayaraman, discusses the implications of the upcoming U.S. presidential elections and says that India will be a safe haven amongst emerging markets.

 
 

Causeway Funds: In these conditions, international small-caps should shine

Quantitative portfolio manager, Ryan Myers, says current valuations are on par with some historical extremes where small caps go on to outperform fairly significantly.

 

 
 

Causeway Funds: What It Means to Be a Value Investor

CEO & portfolio manager, Sarah Ketterer, sits down with David Rubenstein to discuss her approach to value investing, running a 100-person firm, and why she sees the biggest opportunities ahead in international markets.

 

 
 

Causeway Funds: May Jobs Shock Shelves Rate-Cut Expectations

On this edition of Wall Street Week, Sarah Ketterer, Causeway Capital CEO tells us why higher rates have a sobering effect on markets.

 

 
 

Causeway Funds: Value Investing and the Case for International Markets

Causeway President & Portfolio Manager, Harry Hartford, shares his thoughts on the market outlook for international stocks, small caps and the US dollar in this week’s episode of Orion’s The Weighing Machine.

Important Disclosures

Causeway Funds: Exciting Investment Opportunities with Award-Winning Global Value Investor Sarah Ketterer

CEO and portfolio manager, Sarah Ketterer, sees more value in international companies than its U.S. counterparts.

Disclosure: As of 12/31/23, the Causeway International Value Fund had a 4.5% weight in Rolls-Royce Holdings Plc.

 
 

Causeway Funds: Small caps are looking up, especially in Japan and India

Quantitative portfolio manager, Arjun Jayaraman, says that valuations abroad are better than what investors are seeing domestically.

 
 

Causeway Funds: India and Taiwan are the top holdings in our emerging market portfolio

Quantitative portfolio manager, Arjun Jayaraman, says small-to-mid cap Indian stocks offer lots of good opportunities whereas Taiwan stocks have the good mix of reasonable valuations and strong dividend yields.