March 2025
Notes from the Road- Japan Travel Research
How Japanese companies are adapting to shifting global trade dynamics, AI innovations, and more.
March 2025
Causeway Funds: Risk Metrics that Matter
How Risk Lens can analyze predicted volatility, tracking error, and beta.
January 2025
Deploying Innovation
How Causeway's largest Global and International Value holdings are integrating AI technology
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.