Causeway Capital Management LLC, founded in June 2001 and headquartered in Los Angeles, oversees $55.2 billion in assets with a team of 105 professionals in Los Angeles and teams serving clients worldwide, including 37 focused on research and portfolio management. The employee-owned firm combines fundamental analysis with quantitative insights to build value-oriented equity portfolios across developed and emerging markets. Leadership by founders Sarah Ketterer and Harry Hartford, along with an operating committee, emphasizes collaboration among sector specialists and data-driven screening.
Causeway offers mutual funds for U.S. investors—such as Global Value, International Value, Emerging Markets, International Opportunities and International Small Cap Funds—and UCITS funds for non-U.S. clients. Institutional strategies cover global systematic equity, international opportunities and small-cap mandates for pension plans, endowments and sovereign wealth funds. Clients can use the Risk Lens Analytics tool to review active return forecasts, correlations and ESG metrics. Distribution in the U.S. is handled by SEI Investments Distribution Co., while UCITS funds operate under Irish authorization.
Environmental, social and governance factors are integrated into each research cycle, with a focus on energy transition themes. Rather than direct stakes in early-stage clean technology ventures, the firm allocates capital to established utilities and integrated energy companies that expand renewable power, grid modernization and electric transport infrastructure. Examples include holdings in companies advancing solar and wind projects and battery integration for utility-scale storage. Exposure to battery advances is indirect, captured through diversified firms deploying lithium-ion solutions for storage and electrified systems, reflecting a broad approach to the shift toward lower-carbon energy sources.
