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Tuesday, December 22, 2020|
A 19-Year-Old Shop Debuts Its Sixth Mutual Fund
A 19-year-old global equity asset manager recently launched its sixth U.S. mutual fund.
"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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