Causeway has two skilled research groups — one fundamental, one quantitative — that scour the global equity markets, translating information into ideas.
Along the coastal cliffs of Northern Ireland, over 40,000 basalt columns interlock in a unique topology to form the Giant’s Causeway.
Fundamental Research and Quantitative Analysis
The Banking Evolution
Causeway portfolio managers, Conor Muldoon and Alessandro Valentini, explain the Causeway rationale for banks in the years ahead.READ THIS ARTICLE
Emerging Markets: Shoot First, Ask Questions Later?
Portfolio managers Arjun Jayaraman and MacDuff Kuhnert address the challenges facing emerging market equities, and why now might be the right time to buy.READ THIS ARTICLE
Synergy for Better Performance
Causeway’s senior quantitative analyst, Joe Gubler, and fundamental portfolio manager, Conor Muldoon, discuss how our fundamental and quantitative research team collaborate to evaluate emerging markets equities.READ THIS ARTICLE
Income — at the Right Price
Causeway fundamental portfolio manager Kevin Durkin sheds light on energy’s undervaluation in global equity markets, and our quantitative research team examines how high a price investors will pay for peace of mind.READ THIS ARTICLE
Hope Over Experience in the Japanese Market
Investors are optimistic that aggressive new monetary and fiscal policy will jumpstart the Japanese economy and revitalize the country’s long-suffering equity market.READ THIS ARTICLE
© Causeway Capital Management LLC 2011