Causeway International Value

Causeway International Value

Last Update: 2014-03-03

Number of Stocks: 64
Number of New Stocks: 7

Total Value: $4,548 Mil
Q/Q Turnover: 34%

Countries: USA GBR DEU NLD FRA CHE CAN JPN KOR ITA HKG SWE ESP SGP BEL PRT
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

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