Causeway Capital Management Celebrates 25 Years of Disciplined Global Investing

LOS ANGELES--(BUSINESS WIRE)--Causeway Capital Management, an investment management firm specializing in global equity strategies, today announced the celebration of its 25th anniversary. Founded in June 2001 by Sarah Ketterer and Harry Hartford with a vision rooted in disciplined, value-oriented investing, as of June 30, 2026, the firm has grown into a $79 billion global asset manager serving institutional, advisor, and retail clients across four continents.

Causeway’s investment processes integrate fundamental and quantitative research within a disciplined investment framework. This collaborative culture has attracted and retained exceptional investment professionals committed to investment excellence and client service.

"The story of Causeway's first 25 years is really the story of its people," said Hartford. "We've been fortunate to build a team of talented, intellectually driven professionals who take the responsibility of managing client capital seriously. Since founding Causeway, our focus has always been on delivering strong risk-adjusted returns for clients across full market cycles, and that discipline is now deeply embedded in the culture, beyond just the founders. That's what will make the next 25 years just as compelling as the first."

That people-first philosophy extends across the firm, with founding member and Chief Operating Officer Gracie Fermelia helping build Causeway’s culture, operations, and organizational foundation since its inception.

The anniversary comes on the heels of Ketterer and Hartford being named recipients of the 2026 U.S. Morningstar Award for Investing Excellence in the Outstanding Equity Portfolio Manager category, a recognition that speaks to the durability of both the firm's process and approach.

"Twenty-five years ago, we set out to build a firm where the quality of thinking and integrity of process would always come first,” said Ketterer. “The landscape has shifted dramatically since then, but our conviction has only deepened. Global equity markets remain an incredibly fertile area for disciplined, active investors, and the opportunity ahead is as compelling as anything we've seen."

With 110 employees, including 40 fundamental and quantitative investment professionals, Causeway is majority employee-owned, a structure that aligns the interests of its team with those of the clients they serve and reflects a long-held belief that great investment management requires a long-term perspective at every level.

Causeway has placed a particular emphasis on stewardship and succession planning, ensuring that the investment philosophy, institutional knowledge, and client-centric values built over the last 25 years are carried forward with care and continuity. The firm's leadership structure and career development framework are designed to identify and elevate the next generation of investment professionals, preserving what makes Causeway distinctive and positioning it to continue serving its clients for many years to come.

Causeway manages global, international, emerging markets, small cap, and systematic equity portfolios for institutional clients across the United States, Canada, Australia, Europe, and the Middle East. The firm's flagship Causeway International Value Fund (CIVIX) and Causeway Global Value Fund (CGVIX), both Morningstar Gold-rated, have been managed by Ketterer, Hartford and team since inception and 2008, respectively.

About Causeway Capital Management
Causeway Capital Management is a majority employee-owned investment management firm specializing in global equity strategies. Founded in 2001 and based in Los Angeles, Causeway manages $79 billion in assets, based on preliminary data as of June 30, 2026, for institutional clients across the United States, Canada, Australia, Europe, and the Middle East. The firm integrates fundamental and quantitative research to manage global, international, emerging markets, small cap, and systematic equity portfolios. With 110 employees, including 40 fundamental and quantitative investment professionals, as of June 30, 2026, Causeway is dedicated to delivering superior returns over full market cycles, while fostering a culture of client focus, employee respect, and collaboration. For more information, please visit www.causewaycap.com.

Disclosures

Morningstar’s Manager Research Group

Morningstar’s Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. Morningstar Manager Research provides independent, fundamental analysis on managed investment strategies. Morningstar views are expressed in the form of Morningstar Medalist Ratings, which are derived through research of three key pillars—People, Process, and Parent. The Morningstar Medalist Rating is the summary expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. A global research team issues detailed research reports on strategies that span vehicle, asset class, and geography.

Medalist Ratings are not statements of fact, nor are they credit or risk ratings, and should not be used as the sole basis for investment decisions. A Medalist Rating is not intended to be nor is a guarantee of future performance. This press release is for informational purposes only; references to securities should not be considered an offer or solicitation to buy or sell the securities.

To determine if a Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expenses. This and other information can be found in the Fund's full or summary prospectus, which can be obtained by calling 1-866-947-7000 or visit us online at www.causewayfunds.com. Please read the prospectus, or the summary prospectus, carefully before you invest or send money.

Mutual fund investing involves risk, including possible loss of principal. In addition to the normal risks associated with equity investing, international investing may involve risk of capital loss from unfavorable fluctuations 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. There is no assurance that a Fund will achieve its stated objectives.

Causeway Capital Management LLC serves as investment adviser for the Causeway Funds. The Funds are distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with the Funds or the investment adviser. Holdings are subject to change. For further information on the risks regarding investing in Causeway's Funds, please go to

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