Causeway Funds: Kering: It’s Gucci

Fundamental portfolio manager, Jonathan Eng, gives an in-depth look at Kering’s portfolio of brands and the cyclical factors driving the market for luxury goods in this episode of Business Breakdowns. 

 
 

Causeway Funds: Opportunity to Enter Korean Markets

Quantitative portfolio manager, Arjun Jayaraman, talks about his outlook on the Kospi in light of recent political fragility, and why Kia Motors is the company’s largest active South Korean holding.