Causeway Funds: Bloomberg Open Interest with Sarah Ketterer

Causeway’s Sarah Ketterer discusses underappreciated technology trends on Bloomberg News Open Interest segment.

 
 

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.

 
 

Causeway Funds: Causeway’s Ketterer on Estimating Intrinsic Value

On this episode of Inside Active, Sarah Ketterer discusses Causeway’s value investment philosophy, including its risk-adjusted return ranking model, as well as the criteria she looks for in potential holdings.

 

 
 

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: 8 of the Best International Fund Managers

Causeway International Value Fund earns Morningstar’s top rating in 2024.