Causeway Capital Management
- Company typePrivate
- Founded2001
- HeadquartersLos Angeles, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
Causeway Capital Management firmographics
Firmographics- Name
- Causeway Capital Management
- Legal name
- Causeway Capital Management LLC
- Website
- https://causewaycap.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Causeway Capital Management industry classification
Industry- Product category
- Global Equity Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Causeway Capital Management is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Causeway Capital Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Fund Management Fees: Charges management fees based on assets under management across mutual funds and UCITS funds. Fee structures vary by fund class (Institutional vs Investor) and fund type, with expense ratios ranging from 0.63% to 1.15%
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Global Value Fund - Institutional Shares (CGVIX) |
| Subscription | Annual | Global Value Fund - Investor Shares (CGVVX) |
| Subscription | Annual | Emerging Markets UCITS Fund |
| Subscription | Annual | Global Value UCITS Fund |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Causeway Capital Management product offering
Product offeringCore offering
Causeway Capital Management is a global equity investment manager that delivers value-oriented investment solutions across developed and emerging markets. The firm offers mutual funds for US investors, UCITS funds for non-US investors, and institutional investment strategies, all built on a dual approach that fuses fundamental research with proprietary quantitative multi-factor models. It manages $68.0B in assets under management through strategies spanning global, international, and emerging market equities.
Product overview
Causeway Capital Management is a global equity investment manager offering a comprehensive suite of mutual funds and UCITS funds, along with institutional investment strategies. The firm operates a platform architecture combining fundamental and quantitative investment approaches. The mutual fund lineup includes Global Value Fund, International Value Fund, Emerging Markets Fund, International Opportunities Fund, and International Small Cap Fund. UCITS funds comprise the Emerging Markets UCITS Fund and Global Value UCITS Fund for non-US investors. The firm also offers institutional strategies including Global Systematic Equity, Global Value Equity, International Value Equity, International Value Select, Emerging Markets Equity, International Opportunities, and International Small Cap strategies. All strategies integrate fundamental and quantitative research to seek out mispriced equities.
Differentiator
Problem solved
Functional benefit
Products and services
- Global Value Fund Invests primarily in common stocks of companies in developed countries outside the US and of companies in the US, with the majority of assets in companies that pay dividends or repurchase shares. May invest up to 20% in emerging markets. Available to US investors.
- International Value Fund Invests primarily in common stocks of companies in developed countries outside the US, with at least 80% of assets in stocks of companies in foreign countries. May invest up to 15% in emerging markets. Available to US investors.
- Emerging Markets Fund Normally invests at least 80% of total assets in equity securities of companies in emerging markets, using a quantitative investment approach that analyzes valuation, sentiment, technical indicators, macroeconomics, currency, and country-sector factors. Available to US investors.
- International Opportunities Fund Invests in companies in developed markets excluding the US and in emerging markets, combining the international value portfolio and emerging markets portfolio using a proprietary asset allocation model. Available to US investors.
- International Small Cap Fund Invests primarily in common stocks of companies with smaller market capitalizations in developed and emerging markets outside the US, normally investing at least 80% of assets in equity securities of smaller market cap companies. Available to US investors.
- Emerging Markets UCITS Fund Provides diversified exposure to emerging markets capturing value and growth, investing at least 80% of assets in equity securities of companies in emerging markets using a quantitative investment approach. Available to non-US investors.
- Global Value UCITS Fund Invests primarily in common and preferred stocks of US and non-US companies including emerging markets, with the majority invested in companies that pay dividends or repurchase shares. Available to non-US investors.
- Global Systematic Equity Strategy A quantitative, actively managed global equity strategy built to perform across market regimes, investing in developed and emerging markets companies with an active alpha model powered by diverse, uncorrelated signals. Institutional offering.
- Global Value Equity Strategy Constructed from an equity universe of companies with market capitalizations typically greater than $1 billion in global developed and emerging market countries, seeking undervalued stocks through bottom-up analysis. Institutional offering.
- International Value Equity Strategy Constructed from companies with market capitalizations typically greater than $1 billion in non-US developed and emerging market countries, seeking undervalued stocks with upside potential. Institutional offering.
- International Value Select Strategy Similar to International Value Equity but concentrated in larger capitalization companies (typically greater than $5 billion) with greater liquidity and fewer holdings. Institutional offering.
- Emerging Markets Equity Strategy Invests primarily in common stocks of emerging markets companies, combining value and growth with bottom-up and top-down factors using quantitative stock selection focused on attractively valued companies with superior earnings prospects. Institutional offering.
- International Opportunities Strategy Blend of international value (bottom-up, fundamental, developed international markets) and emerging markets (quantitative with targeted tracking error of 5%) equity strategies. Institutional offering.
- International Small Cap Strategy Invests primarily in common stocks of companies with smaller market capitalizations in developed and emerging markets outside the US, using quantitative stock selection focused on attractively valued companies with superior earnings prospects. Institutional offering.
Quantifiable outcome
- Global Value Fund (CGVIX) 1-year return: 28.3% vs MSCI ACWI 30.3% as of May 31, 2026
- +3 more outcomes
Companies that use Causeway Capital Management
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Causeway Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature4 records
Causeway Capital Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- SEI Investments Distribution Co.coreSEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) serves as the registered broker-dealer and distributor for all Causeway Funds. SIDCO is not affiliated with Causeway Capital Management LLC. Check the background of SIDCO on FINRA's BrokerCheck.
- BNY Mellon Fund ServicescoreBNY Mellon Fund Services (Ireland) DAC serves as the Fund administrator for Causeway's UCITS funds, providing fund administration services including NAV calculations and shareholder reporting
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Causeway Capital Management competitors and assessment
Company assessmentDirect peers
- Artisan Partners: Public, multi-boutique active equity manager with global, international and EM value strategies distributed through mutual funds and institutional channels. Comparable on product architecture (multi-boutique, value-tilted global equity) and GTM (institutional + intermediary mutual funds).
- Acadian Asset Management: Quantitative global, international and emerging markets equity manager historically outsourced by institutional clients (sub-advisory model). Direct comparable on the quantitative multi-factor approach and EM/international value product, with overlapping client types.
- Driehaus Capital Management: Chicago-based employee-owned active manager specializing in global, international and emerging markets growth and small-cap equity strategies. Comparable on AUM scale, employee ownership and global equities product mix.
- Tweedy, Browne Company: Long-standing employee-owned global and international value equity manager running mutual funds for US investors and UCITS-like structures globally. Direct comparable on philosophy (deep value global equity), structure (employee-owned), and product line.
- Harding Loevner: Employee-owned global/international/EM equity manager with similar fundamental-plus-quantitative approach and institutional/mutual fund distribution. Highly comparable on AUM scale (~$50-60B), product mix, and employee ownership structure to Causeway.
Broad incumbents
- AQR Capital Management: Large quantitative asset manager with global equity, international equity and EM strategies built on multi-factor models, plus alternatives. Overlaps with Causeway's Global Systematic Equity strategy on methodology and target institutional clients.
- Lazard Asset Management: Large global asset manager with a strong international and emerging markets equity franchise (Lazard Global Listed Infrastructure, Lazard Emerging Markets Equity). Offers broader solutions including fixed income and alternatives but directly overlaps on Causeway's core global/international value mandates.
- William Blair Investment Management: Privately held asset manager with a sizeable international developed and emerging markets equity franchise. Overlaps directly on EM/international equity products and serves similar institutional and intermediary channels.
Emerging players
- WCM Investment Management: Independent active global and international equity manager focused on quality-growth, but competes for the same institutional global-equity mandates and intermediary shelf space as Causeway. Comparable on size, ownership structure (independent/employee-owned), and distribution pattern.
Regional players
- Matthews Asia: Specialist Asia and emerging markets equity manager (with Asia-dedicated strategies) competing for the same emerging markets equity allocator dollars. Overlaps with Causeway's EM strategies on region and institutional client base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Causeway Capital Management social profiles
Digital presenceCauseway Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Causeway Capital Management leadership team
Management profileNumber of profiles
Profiles14 records
Causeway Capital Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Causeway Capital Management M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Causeway Capital Management
What does Causeway Capital Management do?
Causeway Capital Management is a global equity investment manager that delivers value-oriented investment solutions across developed and emerging markets. The firm offers mutual funds for US investors, UCITS funds for non-US investors, and institutional investment strategies, all built on a dual approach that fuses fundamental research with proprietary quantitative multi-factor models. It manages $68.0B in assets under management through strategies spanning global, international, and emerging market equities.
Is Causeway Capital Management a public or private company?
Causeway Capital Management is a private company. It is classified as management employee owned and is currently operating.
When was Causeway Capital Management founded?
Causeway Capital Management was founded in 2001. It employs 101 to 250 people.
Where is Causeway Capital Management based?
Causeway Capital Management is headquartered in Los Angeles, United States, in the North America region.
How does Causeway Capital Management make money?
One revenue line is on record: fund Management Fees.
Who are Causeway Capital Management's main competitors?
Direct peers on record are Artisan Partners, Acadian Asset Management, Driehaus Capital Management, Tweedy, Browne Company and Harding Loevner. Broad incumbents are AQR Capital Management, Lazard Asset Management and William Blair Investment Management. WCM Investment Management is listed as an emerging player. Matthews Asia is listed as a regional player.
Does Causeway Capital Management have an API?
No public API is recorded for Causeway Capital Management.
What industry is Causeway Capital Management in?
Causeway Capital Management's product category is Global Equity Asset Management. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.