Causeway Funds: Ellen Lee on Bloomberg’s The Close
Portfolio manager Ellen Lee sees value in globally diversified companies and believes investors can benefit from active managers as confidence in US stocks erode.
Portfolio manager Ellen Lee sees value in globally diversified companies and believes investors can benefit from active managers as confidence in US stocks erode.
CEO and portfolio manager Sarah Ketterer shares what is different about this market decline and how Causeway is navigating the downturn.
Causeway’s Sarah Ketterer discusses underappreciated technology trends on Bloomberg News Open Interest segment.
Fundamental portfolio manager, Jonathan Eng, gives an in-depth look at Kering’s portfolio of brands and the cyclical factors driving the market for luxury goods in this episode of Business Breakdowns.
Quantitative portfolio manager, Arjun Jayaraman, talks about his outlook on the Kospi in light of recent political fragility, and why Kia Motors is the company’s largest active South Korean holding.
On this episode of Inside Active, Sarah Ketterer discusses Causeway’s value investment philosophy, including its risk-adjusted return ranking model, as well as the criteria she looks for in potential holdings.
Portfolio manager, Ellen Lee, shares how Causeway evaluates idiosyncratic opportunities in the equity market to find value opportunities.
Causeway CEO & portfolio manager, Sarah Ketterer, analyzes the Fed’s critical rate cut decision on ‘Cavuto: Coast to Coast.’
Quantitative portfolio manager, Arjun Jayaraman, discusses the implications of the upcoming U.S. presidential elections and says that India will be a safe haven amongst emerging markets.
Quantitative portfolio manager, Ryan Myers, says current valuations are on par with some historical extremes where small caps go on to outperform fairly significantly.
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