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
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.
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.
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.
article / March 2021
Forging an Alpha-Centric Approach to ESG
A discussion of ESG's relation to alpha, incorporating ESG into an investment framework, ways to evaluate managers on ESG, and how the field is evolving.
article / July 2020
A Value Investor Uncovers Opportunities in Technology
In a sector known for lofty valuations, a value investor can identify technology stocks with promising return potential.