About Us Causeway is a majority employee-owned investment management firm specializing in equity strategies that span the globe. We apply a combination of fundamental and quantitative research disciplines via value-focused strategies. Based in Los Angeles, we manage assets for institutions located in the United States and Canada as well as Australia, Europe, Asia and the Middle East. Integrating fundamental and quantitative research Majority employee-owned Long track record and staff tenure Key facts Global Global equity manager 2001 Founded in June 2001 $45B $45.2B in assets under management* 102 102 employees, including 37 investment professionals * as of September 30, 2021 Our active management philosophy We believe that we can outperform our clients’ benchmarks over full market cycles by combining fundamental and quantitative research to identify investment opportunities in equity markets around the world. We seek to achieve superior returns over full market cycles while generally taking the level of risk commensurate with the return potential. We strive to recognize where markets are evolving and how clients are thinking about equities, and we respond with strategies based on what we do best: buying mispriced equities, seeking upside potential and, wherever possible, dividend income, in both developed and emerging markets. Our values Client focus We are responsible for putting our clients’ needs above all others. We are accountable for exceeding our clients’ expectations. Respect for fellow employees We are responsible for fostering a work environment that encourages independent thinking, camaraderie and enthusiasm, and embraces diversity. We are accountable for the career growth and development of each of our employees. Pride of ownership As owners, we are responsible for committing to the highest level of dedication to our profession. We are solely accountable for the direction and public perception of the firm. Commitment to family We are responsible for our employees maintaining a healthy balance between work and family. We are accountable to our employees’ families. Company history Causeway’s investment team’s track record spans over 30 years (including tenure at a prior firm), reflecting our ability to help our clients meet their investment objectives as markets cycle and evolve. Pioneers in international markets In 1990, when few asset allocators dared invest substantially beyond their home markets, Sarah Ketterer co-founded the international value strategy for Hotchkis & Wiley. Harry Hartford joined her in 1994, and they continued to manage the international value strategy when Merrill Lynch Investment Managers (MLIM) purchased Hotchkis & Wiley in 1996. Their shared belief in value-focused, fundamentally driven active management guided the design of our flagship strategy. In 2001, members of this international value equity team left to form Causeway. They believed that an employee-owned firm could better serve its clients. The team of 25 people included fundamental and quantitative investment professionals, operations, and compliance staff — many of whom remain at Causeway today. Fundamental and quantitative: A strengthening union Marrying seemingly disparate fundamental and quantitative research disciplines is at the core of our approach. Early on, we embedded a quantitative risk model into fundamental portfolio construction, for deliberate portfolio risk positioning. Later, we created a quantitatively driven alpha process with fundamental risk mitigators to capture diverse performance drivers in emerging markets equities. Today, fundamental and quantitative analysts at Causeway continue to collaborate, developing new ways for quantitative tools to assist in fundamental portfolio decisions, and for our collective fundamental knowledge to augment our quantitative capabilities. Sharing our powerful research tools with clients In recent years, we have complemented our investment management services by sharing our analytical capabilities and research with our clients, from our Risk Lens service to our research in Environmental, Social, and Governance (“ESG”) materiality. Timeline Company Product Members of the international team and administration begin leaving the Hotchkis & Wiley division of Merrill Lynch Investment Managers to form Causeway Capital Management LLC, with 25 ultimately joining the new firm Causeway launches International Value Equity Strategy June 2001 Causeway launches Global Value Equity Strategy September 2001 Causeway launches International Value Fund October 2001 Next The Causeway legend Along the coastal cliffs of Northern Ireland, over 40,000 basalt columns interlock in a unique topology to form the Giant’s Causeway. Geologists attribute the origin of the Causeway to the cooling of multiple lava flows upon contact with the sea over 60 million years ago. Yet, according to local legend, the geographical wonder was formed when giant Finn McCool hurled lumps of earth into the Irish Sea to build a bridge between Ireland and Scotland. This distinctive bridge between lands symbolizes timelessness, survival, and permanence. At Causeway, we share a deep commitment to the enduring virtues of thorough analysis, critical debate, and the cultivation of talent. Moreover, the structure of our own research team reflects the interlocking columns of the Causeway. We draw on the innovative spirit of the legendary Finn McCool as we blend quantitative and fundamental research to help our clients reach their goals. This spirit of innovation is pervasive at Causeway. We are a firm replete with new ideas, cutting-edge research and proprietary models. Causeway is a place where new ideas are generated and old practices challenged. Funds MUTUAL FUNDS (US INVESTORS) Concentrated Equity Fund Global Value Fund International Value Fund Emerging Markets Fund International Opportunities Fund International Small Cap Fund UCITS (NON-US INVESTORS) Global Value UCITS Fund Emerging Markets UCITS Fund Institutional Strategies Global Value Equity International Value Equity International Value Select Emerging Markets Equity International Opportunities International Small Cap About Us Research Structure People Culture and Diversity News and Press Careers Contact Us Glossary Insights Causeway Analytics Contact Us Documents © 2021 Causeway Capital Management LLC Terms and Conditions of Use Privacy Form ADV Form CRS Relationship Summary Follow us