Causeway Capital Management Launches Causeway Concentrated Equity Fund

LOS ANGELES--(BUSINESS WIRE)--Causeway Capital Management LLC today announced the launch of Causeway Concentrated Equity Fund. The Fund seeks long-term growth of capital and is actively managed. It invests at least 80% of its total assets in equity securities of companies in the U.S and in developed and emerging countries outside the U.S. The Fund will typically hold between 25 and 35 investments identified through fundamental research. Portfolio managers are Jonathan Eng, Harry Hartford, Sarah Ketterer, Ellen Lee, Conor Muldoon, Steven Nguyen, Alessandro Valentini, and Joe Gubler.

"We launch new strategies only when we have a high level of confidence that we can add value," said Sarah Ketterer, chief executive officer of Causeway. "Concentrating a portfolio to 25-35 ‘best ideas’ creates potential for superior alpha generation but also higher risk, and we believe our quantitative risk management abilities can minimize unnecessary risks associated with a concentrated approach. And we think it’s an opportune time for investors to consider adding global value investments to their portfolios, as value investments are attractive in absolute terms and even more so when compared with growth equities. We are more convinced than ever that a diligent, rigorous investment approach rooted in the fundamentals of value investing could ultimately prove fruitful."

Investor Class shares (Ticker: CCEVX) require a $5,000 minimum initial investment. Institutional Class shares (Ticker: CCENX) require a $1 million minimum initial investment. There are no minimum amounts required for subsequent investments.

About Causeway

Established in 2001, Los Angeles based Causeway provides investment management services to corporations, pension plans, public retirement plans, sovereign wealth funds, superannuation funds, Taft-Hartley pension plans, endowments and foundations, mutual funds, charities, private trusts, wrap fee programs, and other institutions. Causeway's international and global value equity strategies use team-based, value-driven investment disciplines that combine in-depth research and analysis, active portfolio construction, and proprietary risk management. Causeway also manages a quantitative emerging markets equity strategy.

The firm, majority-owned by its employees, manages over $38 billion in total assets as of June 30, 2020. More information on Causeway's strategies and the firm's investment philosophy and team is available online at www.causewaycap.com.

Investing involves risk including loss of principal. There is no guarantee that the Causeway Funds will meet their stated objectives. In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Investments in smaller companies involve additional risks and typically exhibit higher volatility. The Fund’s concentration in a limited number of holdings will increase the impact of, and potential losses associated with, the risks from investing in those holdings.

To determine if Causeway Concentrated Equity Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Fund’s full or summary prospectus, which may be viewed at https://www.causewaycap.com/documents or by calling 1-866-947-7000. Read it carefully before investing.

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