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Rating:A 19-Year-Old Shop Debuts Its Sixth Mutual Fund Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, December 22, 2020

A 19-Year-Old Shop Debuts Its Sixth Mutual Fund

Reported by Neil Anderson, Managing Editor

A 19-year-old global equity asset manager recently launched its sixth U.S. mutual fund.

Sarah H. Ketterer
Causeway Capital Management LLC
Last week, Sarah Ketterer, CEO of Los Angeles-based Causeway Capital Management [profile], unveiled the Causeway Concentrated Equity Fund. The fund is PMed by Jonathan Eng, Joe Gubler, Harry Hartford, Ellen Lee, Conor Muldoon, Steven Nguyen, Alessandro Valentini, and Ketterer.

"Concentrating a portfolio to 25-35 'best ideas' creates potential for superior alpha generation but also higher risk, and we believe our quantitative risk management abilities can minimize unnecessary risks associated with a concentrated approach," Ketterer states. "And we think it's an opportune time for investors to consider adding global value investments to their portfolios."

The new fund comes in two share classes: Investor class shares and Institutional class shares.

SS&C's DST Systems is the transfer agent for the new fund. BNY Mellon is the custodian. Pricewaterhouse Coopers is the accounting firm. And Dechert provides legal counsel.

Causeway has 100 employees and, as of September 30, $38.5 billion in AUM. 

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