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: 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.