Causeway’s research team fuses two distinct yet complementary investment research skill sets: fundamental and quantitative. This dual perspective in a collaborative environment gives us a knowledge advantage that we believe helps us build portfolios and control risk for clients. Our integration of these investment disciplines in every strategy we manage sets us apart from other firms.
Fusing fundamental and quantitative research skills
Fundamental research focused on value
Our fundamental portfolio managers and analysts belong to research clusters organized by global sectors. This format brings a cross-trained group of Causeway sector specialists together to critique and debate each investment idea, looking to buy or sell at the right price and the right time. Their expertise is complemented by our quantitative team’s risk modeling insight.
Quantitative research focused on multi-factor alpha and risk management
Our quantitative portfolio managers and analysts manage Causeway’s emerging markets, international small cap and absolute return strategies, and provide screening and risk management tools to the fundamental investment process for our other strategies. The fundamental team complements this analysis with valuable insight that augments quantitative data.
Fundamental
- Focus on bottom-up research
- Conduct research by global cluster
- Perform in-depth stock-level valuation
Research
interaction
Quantitative
- Develop/analyze factor research
- Assess and manage risk
- Conduct ongoing analytics, custom screens and studies
- Research
clusters - Financials Materials Real Estate
- Technology Communication Services
- Utilities
- Industrials Energy
- Consumer
- Health Care
- Portfolio
manager
responsibilities - Alpha
research - Risk
modeling - Risk
reporting - Strategy
- Analytics
Fusing fundamental and quantitative research skills
Fundamental research focused on value
Our fundamental portfolio managers and analysts belong to research clusters organized by global sectors. This format brings a cross-trained group of Causeway sector specialists together to critique and debate each investment idea, looking to buy or sell at the right price and the right time. Their expertise is complemented by our quantitative team’s risk modeling insight.
Fundamental
- Focus on bottom-up research
- Conduct research by global cluster
- Perform in-depth stock-level valuation
- Research
clusters - Financials Materials Real Estate
- Technology Communication Services
- Utilities
- Industrials Energy
- Consumer
- Health Care
Research
interaction
Quantitative research focused on multi-factor alpha and risk management
Our quantitative portfolio managers and analysts manage Causeway’s emerging markets, international small cap and absolute return strategies, and provide screening and risk management tools to the fundamental investment process for our other strategies. The fundamental team complements this analysis with valuable insight that augments quantitative data.
Quantitative
- Develop/analyze factor research
- Assess and manage risk
- Conduct ongoing analytics, custom screens and studies
- Portfolio
manager
responsibilities - Alpha
research - Risk
modeling - Risk
reporting - Strategy
- Analytics
The benefits of collaboration
Collaboration enhances the strengths while mitigating the limitations.
| Fundamental | Quantitative | |
|---|---|---|
| Core focus | Depth |
Breadth |
| Strengths |
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| Limitations |
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| Fundamental | Quantitative | |
|---|---|---|
| Core focus | Depth |
Breadth |
| Strengths |
|
|
| Limitations |
|
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