Causeway Capital Management Named Mutual Fund Provider of the Year by InvestmentNews
Causeway Capital Management Named Mutual Fund Provider of the Year by InvestmentNews
LOS ANGELES--(BUSINESS WIRE)--Causeway Capital Management, an investment management firm specializing in global equity strategies, today announced it has been named Mutual Fund Provider of the Year at the 2026 InvestmentNews Awards.
"This award reflects the dedication of our investment team and our commitment to providing financial advisors and their clients with differentiated global equity strategies backed by rigorous research," said Sarah Ketterer, Co-Founder and CEO.
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The award recognizes Causeway's longstanding ability to deliver differentiated, research-driven equity strategies for financial advisors and their clients. The honor comes as Causeway celebrates its 25th anniversary and follows the selection of Co-Founders Sarah Ketterer and Harry Hartford as recipients of the 2026 U.S. Morningstar Award for Investing Excellence in the Outstanding Equity Portfolio Manager category. Causeway's flagship Causeway International Value Fund (CIVIX) and Causeway Global Value Fund (CGVIX) funds, managed by Ketterer, Hartford, and the broader portfolio management team, exemplify the firm's disciplined, value-oriented investment philosophy and long-term approach to active management.
"We are delighted to be recognized by InvestmentNews," said Sarah Ketterer, Co-Founder and CEO of Causeway Capital Management. "This award reflects the dedication of our investment team and our commitment to providing financial advisors and their clients with differentiated global equity strategies backed by rigorous research.”
Danny O'Donnell, Director of National Accounts at Causeway Capital Management, added, “We will continue to provide advisors with timely market perspectives, data-driven portfolio insights, and access to our investment professionals to help them support clients across market cycles.”
Founded in 2001, as of June 30, 2026 Causeway has grown into a $79 billion global asset manager serving institutional, advisor, and retail 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 while maintaining the disciplined, long-term investment philosophy established by its founders.
The InvestmentNews Awards recognize professionals and organizations that demonstrate excellence, innovation, and leadership across the wealth management profession. Winners were selected by an independent panel of industry judges following an open nomination and evaluation process, with the 2026 awards presented on June 24th in New York City.
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 strong 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 https://www.causewaycap.com/wp-content/uploads/Risk-Disclosures.pdf
Contacts
Chloe Chieng
Hewes Communications
Office: 212-207-9459
chloe@hewescomm.com
