Causeway is a global investment management firm that offers global investing with a dual perspective approach.

Causeway

Causeway Capital Management LLC is a majority employee-owned investment management firm based in Los Angeles, California. We specialize in public equities, combining fundamental and quantitative research disciplines to manage global, international, emerging markets, small cap, and sustainable strategies. Our clients include corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, model and SMA programs, and other institutions, and are located around the world.

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Causeway Capital Management

Causeway’s head of quantitative research Arjun Jayaraman shared his take on the South Korean equity market with Bloomberg’s Youkyung Lee and John Cheng. As the Fed eases, Arjun expects the Korean won will gain momentum and attract foreign equity inflows.

“Korea should be positively impacted by a potentially weaker dollar,” said Jayaraman. 

Read more on the potential for Fed rate cuts to affect Korean market flows here (link may be paywalled):
https://lnkd.in/gyJDAAir

We’re #hiring a new Quantitative Research Analyst (Los Angeles or Dallas) in Los Angeles, California. Apply today or share this post with your network.

What standardized style definitions may be missing about value investing. 



#valueinvesting 

https://lnkd.in/eUT7KTQe

In September, Causeway portfolio manager Joe Gubler will present on AI in the investment research and portfolio management process, as part of the Global Investment Institute Equities Investment Forum. For anyone interested in joining the Melbourne event, please visit: https://lnkd.in/g_ZTxkWJ. We hope to see you there!

We were delighted to have Bautista Zucca join us as an intern this summer. Thank you, Bautista, for the enthusiasm and curiosity you brought to the internship!

How To Use Manager Skill Tools
 
Fund Screener in Causeway Risk Lens has a number of “manager skill” screens. In this video, we show you how to screen for Past Performance, Batting Average, and Upside/Downside Capture.

Causeway Risk Lens is our zero cost cloud-based analytics tool for institutional investors and advisers. It provides key equity portfolio risks, predicted active return correlations (PARCs), ESG scores, and fund screening. Go to https://lnkd.in/gta6PNMZ for access.
 
Know Your Portfolio – Use Risk Lens

#equityresearch #equities #diversification #wealthmanagement #RIA

Risk Lens Is For Investment Professional Use Only.

Discover how acquisition targets and index "graduates" have boosted international small cap returns in our latest video from portfolio manager Ryan Myers. 

#internationalsmallcap #smallcaps

Certain segments of the Chinese equity market have de-rated too far, providing tactical, valuation-driven investment opportunities, says portfolio manager Arjun Jayaraman in this video from Causeway.

#china #valueinvesting

Our bags are packed...Over the weekend Causeway families volunteered at Hope in a Suitcase, an organization that aims to make the transition of children and teens in foster care a little easier by providing suitcases and duffel bags with essentials and comfort items. Thanks to Hope in a Suitcase (https://lnkd.in/ghdTwqCN) for hosting Causeway!

Where can investors find share price improvement when earnings growth is more likely to slow and valuations more likely to compress? From managements extracting one small profit improvement after another, say portfolio managers Sarah Ketterer and Ellen Lee in this Value Investor Insight feature rich with stock-specific examples. 

#valueinvesting

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