April 19, 2024

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Causeway Money Management Launches Causeway Concentrated Fairness Fund

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LOS ANGELES–(Business WIRE)–Causeway Capital Management LLC right now introduced the start of Causeway Concentrated Fairness Fund. The Fund seeks lengthy-expression progress of money and is actively managed. It invests at the very least 80{14cc2b5881a050199a960a1a3483042b446231310e72f0dc471a7a1eddd6b0c3} of its total belongings in equity securities of businesses in the U.S and in produced and rising countries outdoors the U.S. The Fund will normally hold between 25 and 35 investments discovered by means of essential analysis. Portfolio supervisors are Jonathan Eng, Harry Hartford, Sarah Ketterer, Ellen Lee, Conor Muldoon, Steven Nguyen, Alessandro Valentini, and Joe Gubler.

“We launch new procedures only when we have a superior amount of self-assurance that we can add worth,” said Sarah Ketterer, main govt officer of Causeway. “Concentrating a portfolio to 25-35 ‘best ideas’ creates opportunity for remarkable alpha era but also greater threat, and we consider our quantitative risk management capabilities can reduce needless pitfalls affiliated with a concentrated strategy. And we feel it’s an opportune time for investors to think about adding worldwide worth investments to their portfolios, as benefit investments are eye-catching in complete phrases and even far more so when in contrast with expansion equities. We are extra convinced than ever that a diligent, rigorous financial investment technique rooted in the fundamentals of value investing could in the end demonstrate fruitful.”

Investor Class shares (Ticker: CCEVX) demand a $5,000 minimum amount first expense. Institutional Course shares (Ticker: CCENX) demand a $1 million minimum amount initial financial investment. There are no least amounts essential for subsequent investments.

About Causeway

Set up in 2001, Los Angeles centered Causeway gives financial investment management expert services to businesses, pension strategies, community retirement ideas, sovereign wealth money, superannuation cash, Taft-Hartley pension designs, endowments and foundations, mutual resources, charities, non-public trusts, wrap price courses, and other institutions. Causeway’s intercontinental and international value fairness methods use crew-dependent, benefit-driven investment disciplines that combine in-depth study and analysis, active portfolio development, and proprietary possibility management. Causeway also manages a quantitative emerging markets fairness approach.

The agency, greater part-owned by its staff, manages above $38 billion in whole property as of June 30, 2020. A lot more info on Causeway’s tactics and the firm’s expenditure philosophy and staff is accessible on the web at www.causewaycap.com.

Investing will involve threat which include reduction of principal. There is no assurance that the Causeway Funds will satisfy their said aims. In addition to the regular threats involved with investing, international investments may possibly include risk of funds decline from unfavorable fluctuation in currency values, from distinctions in usually approved accounting rules, or from economic or political instability in other nations. Emerging markets contain heightened threats similar to the similar components as very well as elevated volatility and reduce buying and selling volume. Investments in smaller organizations involve further pitfalls and commonly exhibit increased volatility. The Fund’s focus in a confined variety of holdings will raise the affect of, and opportunity losses linked with, the dangers from investing in these holdings.

To establish if Causeway Concentrated Equity Fund is an correct expenditure for you, diligently consider the Fund’s investment decision targets, possibility components, fees and expenses prior to investing. This and other info can be uncovered in the Fund’s complete or summary prospectus, which may perhaps be seen at https://www.causewaycap.com/documents or by calling 1-866-947-7000. Read it very carefully right before investing.

Causeway Funds are distributed by SEI Investments Distribution Co. (SIDCO), 1 Flexibility Valley Travel, Oaks, PA 19456. SIDCO is not affiliated with Causeway Funds Management LLC.

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