Mr. Shea is a fundamental senior research analyst at Causeway. He joined the firm in January 2021. His current responsibilities include coverage of companies in the technology and communication services sectors.
Prior to joining, he was a research analyst at Millennium Management, covering the global internet sector. From 2014 to 2018, he was a senior analyst at Criterion Capital Management, covering the global internet and business services sectors. From 2011 to 2014, he was an investment banking analyst at Qatalyst Partners.
Naveen Bobba
Mr. Bobba is a fundamental senior research analyst at Causeway. He joined the firm in May 2021. His current responsibilities include coverage of companies in the technology and communication services sectors.
Prior to joining Causeway, Mr. Bobba was an equity research analyst at PPM America, Inc., covering information technology and consumer staples sectors. Prior to that, he was a research analyst at Voya Investment Management, Inc., covering the technology sector. Mr. Bobba also worked as an equity research analyst at JP Morgan, Inc.
Kevin Najimi, CFA
Mr. Najimi is the director of investment technology at Causeway. He joined the firm in July 2019. Within the firm’s fundamental and quantitative investment teams, Mr. Najimi leads software development, data engineering, and data science efforts in support of Causeway’s investment research and portfolio management capabilities.
Mr. Najimi worked as a solution architect, enterprise data management lead, and corporate IT leader at Robert W. Baird & Co., with responsibility for technology leadership of the firm’s top priority projects across all business lines and departments. From 2003 to 2010, Mr. Najimi worked in roles ranging from software developer to director at Direct Supply, leading large scale data integration, process automation, and data analytics functions.
Daniel Pham
Mr. Pham is the chief financial officer and risk officer at Causeway. He joined the firm in February 2011.
From 2006 to 2011, Mr. Pham worked at Deloitte Tax LLP as a tax manager specializing in flow through entities and tax planning for high net worth individuals. From 2004 to 2006, he worked at American Express Tax & Business Services as a tax associate.
Katy Fang, CFA
Ms. Fang is a fundamental senior research analyst at Causeway (Shanghai) Information Consulting Co., Ltd., a wholly foreign owned subsidiary of Causeway Capital Management LLC (“WFOE”). She joined Causeway in July 2020 and became an employee at the WFOE in January 2021. Her current responsibilities include coverage of companies in the China region.
During the summer of 2019, Ms. Fang interned at Causeway, researching the China and US healthcare industries. From 2016 to 2018, she was a senior research associate at Citi based in Hong Kong, covering Hong Kong and Taiwan financial sectors. From 2013 to 2016, she completed her rotational analyst program at JPMorgan Asset Management in Hong Kong focusing on strategy, business development and relationship management.
David Khoo, CFA
Mr. Khoo is a fundamental senior research analyst at Causeway. He joined the firm in March 2019. His current responsibilities include coverage of companies in financials and real estate sectors.
From 2010 to 2018, Mr. Khoo worked at Scholtz & Company as an equity research analyst.
Pete Petersen
Mr. Petersen is the Chief Technology Officer and the Chief Cybersecurity Officer at Causeway Capital Management LLC and has been with the firm since its inception in June 2001.
From 1997 to 2001, Mr. Petersen was the Senior Engineer at the Hotchkis & Wiley division of Merrill Lynch Investment Managers (HW-MLIM) where he was responsible for managing data center operations and overall infrastructure. Prior to that, Mr. Petersen held various development and engineering roles at technology firms in Silicon Valley including Applied Materials, Oracle, Sun Microsystems, and SCO Unix.
Keisha Moore
Ms. Moore is director of operations at Causeway and has been with the firm since its inception in June 2001. Ms. Moore manages the back office at Causeway whose responsibilities include trade settlement, portfolio accounting and pricing, performance measurement, corporate actions and proxy voting.
From 1997 to 2001, Ms. Moore was an operations and performance specialist for the Hotchkis and Wiley division of Merrill Lynch Investment Managers (HW-MLIM). She was responsible for global trade settlements, performance measurement and securities pricing.
Shaheena Hameed
Tong Lu
Mr. Lu is a quantitative senior research analyst at Causeway. He joined the firm full-time in October 2018. His responsibilities include alpha research and alternative data analysis.
From 2017 to 2018, Mr. Lu was a quantitative researcher at Arrowstreet Capital. From 2015 to 2017, Mr. Lu was a quantitative associate at Blackrock Inc.
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Please read the following before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which Causeway Funds plc is authorised for sale.
Causeway Funds plc (the "Fund") is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferable Securities pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011 (S.I. 352 of 2011) of Ireland, as amended.
The Fund and its sub-funds are only authorised in certain jurisdictions.
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