Causeway Capital Management

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

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

• Global equity management
• Value investing strategies
• Emerging markets funds
• Institutional asset management
• Quantitative investment research

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core 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

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• SEI Investments Distribution Co.coreChannel Partner/ Reseller/ DistributorSEI 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 ServicescoreImplementation/ SI/ Consulting PartnerBNY 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

Direct 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

• Xtwitter.com/causewaycapital?lang=en
• LinkedInlinkedin.com/company/causeway-capital-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Causeway Capital Management