Causeway Capital Management has launched Causeway International Small Cap Fund.
Investor Class shares require a $5,000 minimum initial investment ($4,000 for IRAs). Institutional Class shares require a $1 million minimum initial investment. There are no minimum amounts required for subsequent investments.
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The Fund invests primarily in common stocks of companies with small market capitalizations located in developed and emerging markets outside the U.S.
The Fund normally invests at least 80% of its assets in equity securities of small capitalization companies, as defined in its Prospectus. The Fund primarily uses a quantitative investment approach and intends to normally hold between 120 and 200 stocks.
The Fund is managed by Arjun Jayaraman, PhD, CFA, head of quantitative research for Causeway; MacDuff Kuhnert, CFA, director of quantitative research; and Joe Gubler, CFA, quantitative portfolio manager.
"There are pricing inefficiencies in many international small cap equity markets, creating investment opportunities on which we seek to capitalize," said Dr. Jayaraman.
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By GlobalData"We believe international small cap stocks offer higher growth compared with their large-cap peers, yet often trade at comparable valuation levels. Using our quantitative investment process with a fundamental research review, we believe we can find investment opportunities for Causeway International Small Cap Fund that offer potential valuation discounts relative to larger capitalization companies."
"We will launch a new strategy only when we have a high level of confidence that we can add value," said Sarah Ketterer, chief executive officer of Causeway.
"We have used our quantitative investment process combined with a global fundamental research review to manage our emerging markets strategy since 2007, and we believe that international small cap investing is a natural extension of that capability. A significant number of stocks in non-US small cap indices are located in emerging markets. We think this Fund could be a valuable addition to investors’ portfolios."
