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Causeway Global Value Fund Institutional Class (CGVIX)
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15.45
+0.07
+0.46%
22/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 41.43M
Causeway Global Value Inst
15.45
+0.07
+0.46%
- Overview
- Profile
- Historical Data
- Holdings
Causeway Global Value Fund Institutional Class Overview
On this page you'll find an in-depth profile of Causeway Global Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of CGVIX among other information.
Investment Strategy
The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks of companies in developed countries outside the U.S. and of companies in the U.S. Normally, it invests the majority of its total assets in companies that pay dividends or repurchase their shares. The fund may invest up to 25% of its total assets in companies in emerging (less developed) markets. It will invest at least 40% of its total assets in a number of countries outside the U.S.
Contact Information
Address
1 Freedom Valley Drive
Oaks,PA 19465
United States
Oaks,PA 19465
United States
Phone
+1 8669477000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brian Cho | Portfolio Manager | 2021 | Now |
| Biography | Mr. Cho is a fundamental portfolio manager at Causeway. He joined the firm in September 2013 and has been a portfolio manager since January 2021. His current responsibilities include coverage of companies in the technology and communication services sectors. From 2011 to 2013, Mr. Cho was a vice president at BofA-ML Equity Research, covering the IT hardware and supply chain sector. From 2007 to 2011, he worked as an associate at Goldman Sachs Equity Research covering the same sector. From 2006 to 2007, he worked as an analyst at Morgan Stanley Equity Research covering the internet and interactive software sector. Prior to that, he worked as an analyst at PA Consulting Group in the financial services practice. Mr. Cho earned a BSc in management science from Massachusetts Institute of Technology. | ||
| Steven Nguyen | Credit Analyst | 2019 | Now |
| Biography | Steven Nguyen is a Director and Fundamental Portfolio Manager of Causeway and is responsible for investment research in the global energy, utilities and health care sectors. He joined the firm in April 2012. From 2006 to 2012, Mr. Nguyen was a Senior Credit Analyst at Bradford & Marzec covering high yield and investment grade companies in the telecommunication services, cable, media, gaming, insurance, and REIT industries. From 2003 to 2006, Mr. Nguyen was a Credit Analyst/Portfolio Manager in the corporate bond department of Allegiance Capital. | ||
| Ellen Lee | Director | 2015 | Now |
| Biography | Ms. Lee is a director and fundamental portfolio manager at Causeway. She joined the firm in August 2007 and has been a portfolio manager since January 2015. During the summer of 2006, Ms. Lee interned at Tiger Asia. From 2001 to 2004, Ms. Lee was an associate in the mergers and acquisitions division of Credit Suisse First Boston in Seoul. From 1999 to 2000, she was an analyst in the mergers and acquisitions division of Credit Suisse First Boston in Hong Kong. | ||
| Alessandro Valentini | Director | 2013 | Now |
| Biography | Alessandro Valentini is a Director and fundamental portfolio manager of Causeway and is responsible for research in the global health care and financial sectors. Mr. Valentini joined the firm in July 2006 as a Research Associate and became a Portfolio Manager in 2013. During the summer of 2005, Mr. Valentini worked as a research analyst at Thornburg Investment Management. From 2000 to 2004, Mr. Valentini worked as a financial analyst at Goldman Sachs in the European Equities Research-Sales division in New York. | ||
| Conor S. Muldoon | Director | 2010 | Now |
| Biography | Mr. Muldoon is a director and fundamental portfolio manager of Causeway and is responsible for investment research in the global financials and materials sectors. He joined the firm in August 2003 and has been a portfolio manager since September 2010. PRIOR EXPERIENCE From 1995 to June 2003, Mr. Muldoon was an investment consultant for Fidelity Investments where he served as a liaison between institutional clients and investment managers within Fidelity. | ||
| Jonathan P. Eng | Director | 2008 | Now |
| Biography | Mr. Eng is a director and fundamental portfolio manager of Causeway and has been with the firm since July 2001. He is responsible for investment research in the global consumer discretionary, industrials and materials sectors. He has been a portfolio manager since February 2002. PRIOR EXPERIENCE From 1997 to July 2001, Mr. Eng was an equity research associate for the Hotchkis and Wiley division of Merrill Lynch Investment Managers. In 1996, Mr. Eng worked as a summer research associate for Hotchkis and Wiley, performing U.K. and European equity research. | ||
| Harry W. Hartford | President | 2008 | Now |
| Biography | Harry Hartford is the President of Causeway Capital Management. Mr. Hartford has served as portfolio manager and President since 2001. He is responsible for investment research in global basic materials and banks. From 1996 to 2001, Mr. Hartford was a Managing Director for the Hotchkis and Wiley division of MLIM, and co-head of the International and Global Value Team. Mr. Hartford has been in the investment community since 1984. | ||
| Sarah H. Ketterer | CEO | 2008 | Now |
| Biography | Ms. Ketterer is the chief executive officer of Causeway, portfolio manager for the firm's fundamental and absolute returns strategies, and is responsible for investment research across all sectors. Ms. Ketterer is a member of Causeway's operating committee. She co-founded the firm in June 2001. | ||
| James A. Doyle | Director | 2008 | 2021 |
| Biography | James A. Doyle is a director of the Investment Adviser and is responsible for research in the global healthcare, information technology and telecommunication services sectors. He joined the firm in June 2001. Previously, Mr. Doyle was with HW-MLIM since 1997, where he was a vice president and the head of investment research for the International and Global Value Equity Team in Los Angeles. Mr. Doyle has a BA in Economics from Northwestern University and an MBA in Finance from the Wharton School, University of Pennsylvania. | ||
| Foster Corwith | Director | 2013 | 2020 |
| Biography | Mr. Corwith is a director and fundamental portfolio manager of Causeway and is responsible for investment research in the global industrials and consumer sectors. He joined the firm in July 2006 and has been a portfolio manager since April 2013. From 2003 to 2004, Mr. Corwith was a project manager in the Corporate Services group of The Bank of New York, where he oversaw the integration of trading platforms for 200 broker-dealer clients acquired during the firm's merger with Mellon Financial. | ||
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