
Causeway Capital
@CausewayCapital
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Causeway manages equities globally, informed by our fusion of fundamental and quantitative analysis. https://t.co/wnHdhNTA5X
Los Angeles, CA
Joined March 2016
"Now is the time.” Investors are taking notice as Europe enters a potentially transformative moment. Causeway CEO Sarah Ketterer joins @ConsueloMack to discuss this window of opportunity. Full episode: #InternationalInvesting #ValueInvesting
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Causeway CEO Sarah Ketterer on value opportunities in global markets: “Kering has a $25B market cap—but it should be $50B.”.Catch the full @barronsonline Q&A → . #ValueInvesting #GlobalEquities #AssetManagement.
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How Japanese companies are adapting to shifting global trade dynamics, AI innovations, and more. via @CausewayCapital.
causewaycap.com
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Causeway portfolio managers share insights from a decade of investing in small cap stocks.
causewaycap.com
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Causeway CEO Sarah Ketterer joined the Inside Active podcast to discuss integrating technology into a value philosophy, how liquidity affects a market’s discounting mechanism, and more. Many thanks to @DavidCohne and Laurent Douillet!. Full episode:
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From AI-enabled MRI scans to European pension reform, our analysts returned from research travel with fresh perspectives on sector innovations. Featured in our latest Notes from the Road.
causewaycap.com
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Causeway CEO and portfolio manager Sarah Ketterer discusses value investing and co-founding Causeway in this in-depth interview with @DM_Rubenstein . Watch it here:
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"We want to be the people that know the companies in the portfolio better than anyone else.".Causeway's Alessandro Valentini speaks with @IBDinvestors on why dyed-in-the-wool #valueinvesting still works. Read here:
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Is it time for a #smallcap rally? In this episode of @MoneyLifeShow Causeway's Ryan Myers uncovers international small-cap investment opportunities. Full episode here: #smallcaps #quant
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Causeway head of quantitative research Arjun Jayaraman shared his take on the South Korean equity market with @business. As the Fed eases, Arjun expects the Korean won will gain momentum and attract foreign equity inflows. More here (may be paywalled):
bloomberg.com
South Korean bulls are looking to the Federal Reserve’s interest-rate cuts to give the country’s stocks a bigger boost over emerging Asian peers.
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Identifying the overlooked beneficiaries of AI's technology cycle. via @CausewayCapital.
causewaycap.com
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