Causeway International Value

Causeway International Value

Last Update: 2014-12-08

Number of Stocks: 61
Number of New Stocks: 3

Total Value: $6,313 Mil
Q/Q Turnover: 14%

Countries: USA FRA GBR DEU KOR JPN HKG NLD SGP CAN ESP BEL CHE SWE
Details: Top Buys | Top Sales | Top Holdings  Embed:

Causeway International Value' s Profile & Performance

Profile

Causeway International Value Fund Investor Class (CIVVX) was established on 10/26/2001. The Fund seeks long-term growth of capital and income by investing companies which generally have market capitalizations greater than $750 million.

Causeway International Value Fund is managed by Conor Muldoon (since 12/31/2010), Jonathan Eng (since 1/30/2006), Kevin Durkin (since 1/30/2006), Sarah Ketterer (since 10/26/2001), Harry Hartford (since 10/26/2001), and James Doyle (since 10/26/2001).

Web Page:http://www.causewayfunds.com/InternationalValueFund.aspx

Investing Philosophy

“The investment process is comprised of three stages: screening and initial analysis, fundamental research, and portfolio construction.
Our international investment philosophy is value-driven with a fundamentally based, bottom-up approach to stock selection. We believe that companies derive their value from the contribution of yield and profitable re-investment back into the company.
We believe that we can outperform our clients’ various benchmarks by using fundamental and quantitative strategies with an emphasis on identifying undervaluation. We seek to achieve superior returns over full-market cycles while generally taking benchmark levels of risk– or less.”

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Causeway International Value F

YearReturn (%)S&P500 (%)Excess Gain (%)
201323.931.55-7.6
201224.2315.48.8
2011-10.792.08-12.9
3-Year Cumulative37.3 (11.1%/year)55 (15.7%/year)-17.7 (-4.6%/year)
201011.9815.06-3.1
200932.0126.465.5
5-Year Cumulative103 (15.2%/year)125.5 (17.7%/year)-22.5 (-2.5%/year)
2008-42.06-37-5.1
20077.645.612.0
200625.7415.799.9
20057.874.913.0
200426.311214.3
10-Year Cumulative116.9 (8%/year)104.1 (7.4%/year)12.8 (0.6%/year)
200345.5328.716.8
2002-11.18-22.110.9

Top Ranked Articles

Causeway International Value Fund Second Quarter 2014 Commentary
Thanks to abundant liquidity globally, equities appreciated during the second quarter. Top performing markets in the developed world included Norway, Canada, Hong Kong, Spain, and Japan. The biggest laggards (each posted negative returns) included Ireland, Portugal, New Zealand, Sweden, and Austria. The best performing sectors in the MSCI EAFE Index (“Index”) included energy, utilities, consumer staples, health care, and telecommunication services. The worst performing sectors in the Index included information technology, industrials, financials, consumer discretionary, and materials. All major currencies except the euro and the Swiss franc appreciated versus the US dollar this period, which provided an added translation boost to the Index’s return for US dollar-based investors. Read more...
» More Causeway International Value Articles

Commentaries and Stories

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Causeway International Value Fund Second Quarter 2014 Commentary
Thanks to abundant liquidity globally, equities appreciated during the second quarter. Top performing markets in the developed world included Norway, Canada, Hong Kong, Spain, and Japan. The biggest laggards (each posted negative returns) included Ireland, Portugal, New Zealand, Sweden, and Austria. The best performing sectors in the MSCI EAFE Index (“Index”) included energy, utilities, consumer staples, health care, and telecommunication services. The worst performing sectors in the Index included information technology, industrials, financials, consumer discretionary, and materials. All major currencies except the euro and the Swiss franc appreciated versus the US dollar this period, which provided an added translation boost to the Index’s return for US dollar-based investors. More...

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