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      Sustainable Investing
      August 2023

      ESG Misconceptions: Putting Problems in Perspective Can Lead to Better Solutions

      Mo Khan’s recent work examining common critiques and misconceptions of ESG investing was recently published in the Journal of Impact & ESG Investing

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      Small Cap
      August 2023

      Small Caps Surprise: Value Matters More than Growth

      Value, not growth, has been the stronger driver of returns in global small cap equities.

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      Global Markets
      July 2023

      Causeway Funds Webcasts: 2Q2023

      Causeway Funds invites you to view our 2Q2023 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

      Read More
      article / April 2022

      The Electric Vehicle Transition

      Are electric vehicles sounding the death knell for traditional auto manufacturers or are there investment opportunities for value-focused investors?

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      article / November 2021

      Covid, Supply Chain, Inflation, Oh My!

      Causeway portfolio managers share how they are positioning portfolios amid supply chain disruptions.

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      webcast / October 2021

      A Value Manager's Take On Disruption: Advancements In Precision Medicine

      The emerging practice of precision medicine, the use of genetic or other biomarker information to tailor treatments, has already led to life-changing healthcare breakthroughs for patients fighting cancer and other diseases. We discuss the past, present and future of precision medicine and discuss some of the investment opportunities we are uncovering in this area.

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      article / September 2021

      Regulation or Strangulation? Interpreting China’s Regulatory Push

      How can investors get comfortable with the regulatory risk of investing in China?

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      article / July 2021

      Value Investing in the Energy Transition

      Outside of expensive renewables pure plays, how can investors participate in the energy transition?

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      article / June 2021

      Local Champions: The Upside Potential in Chinese Companies

      From beneficiaries of onshoring to founder-led businesses, Causeway portfolio manager Fusheng Li is identifying upside in Chinese equities while seeking to manage the market's risks.

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      article / May 2021

      Price is Everything

      Causeway portfolio managers share their perspectives on cyclicals leading the pandemic reopening rally, and how they are repositioning client portfolios as a result.

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      article / March 2021

      Global Value Technology Stocks are Proving Resilient Amid Sell-Off

      Cash flow generative technology stocks may rerate meaningfully as valuation reasserts its importance in the sector.

      Read More

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