Causeway International Value

Causeway International Value Premium Guru

Last Update: 03-02-2015

Number of Stocks: 61
Number of New Stocks: 2

Total Value: $6,201 Mil
Q/Q Turnover: 8%

Countries: USA SGP NLD CHE JPN GBR FRA HKG KOR DEU BEL CAN ESP
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 (%)
2014-6.513.69-20.2
201323.932.39-8.5
201224.23168.2
3-Year Cumulative43.9 (12.9%/year)74.6 (20.4%/year)-30.7 (-7.5%/year)
2011-10.792.11-12.9
201011.9815.06-3.1
5-Year Cumulative43.8 (7.5%/year)105.1 (15.5%/year)-61.3 (-8%/year)
200932.0126.465.5
2008-42.06-37-5.1
20077.645.492.2
200625.7415.799.9
20057.874.913.0
10-Year Cumulative60.5 (4.8%/year)109.4 (7.7%/year)-48.9 (-2.9%/year)
200426.3110.8815.4
200345.5328.6816.8
2002-11.18-22.110.9

Top Ranked Articles

British Stock Picks From Gurus During Q4
While many of the gurus featured on GuruFocus are investors who trade mainly in U.S. equities, GuruFocus also follows many international fund managers who may be of interest to those looking at British, Canadian or Asian stocks. Read more...
Gurus Trade in British-Based Pharmaceutical Stock in Fourth Quarter
With health care being such a prominent topic, it shouldn’t come as a surprise that some gurus have been trading in companies whose products promote better health. Read more...
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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British Stock Picks From Gurus During Q4
While many of the gurus featured on GuruFocus are investors who trade mainly in U.S. equities, GuruFocus also follows many international fund managers who may be of interest to those looking at British, Canadian or Asian stocks. More...

UNITED KINGDOM, BRITISH, INTERNATIONAL, GLOBAL, GLAXOSMITHKLINE


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Gurus Trade in British-Based Pharmaceutical Stock in Fourth Quarter Causeway International Value, David Herro - Gurus Trade In British-Based Pharmaceutical Stock In Fourth Quarter
With health care being such a prominent topic, it shouldn’t come as a surprise that some gurus have been trading in companies whose products promote better health. More...

GlaxoSmithKline, Pharmaceuticals


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Causeway International Value Fund 3Q 2014 Letter to Shareholders
For the fiscal year ended September 30, 2014, Causeway International Value (Trades, Portfolio) Fund’s (the “Fund’s”) Institutional Class returned 5.00% and Investor Class returned 4.69% compared to the MSCI EAFE Index (Gross) (“EAFE Index”) return of 4.70%. Since the Fund’s inception on October 26, 2001, its average annual total returns are 8.97% for the Institutional Class and 8.70% for the Investor Class compared to the EAFE Index’s average annual total return of 7.05%. At fiscal year-end, the Fund had net assets of $6.685 billion. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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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