Causeway Capital Management LLC has announced that its third party marketing firm in Australia, Plus Capital, has agreed to exclusively market Causeway products and has changed its name to Causeway Capital Management (Australia) Pty Limited.
This change reflects Causeway’s ongoing commitment to Australia, and follows the awarding of a fourth mandate to the firm by Australian institutional clients.
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Causeway Capital Australia remains wholly-owned by its existing owners, Neil Wild and Michael Dorph, and will continue to provide services under its distribution contract with Causeway.
Sarah Ketterer, CEO, portfolio manager and a founding member of Causeway, said: "Australia has been a focus of our international marketing efforts since 2010 when we retained Plus Capital in Sydney to market our advisory services in Australia. The establishment of an exclusive relationship with Causeway Capital Australia reflects Causeway’s commitment to both client service and marketing in Australia and will be mutually beneficial for Causeway and our clients."
Causeway manages Australian dollar-denominated accounts in its global value equity strategy, which seeks long-term growth of capital and income through investments primarily in common stocks of companies in global developed countries.
Ms. Ketterer added that the strategy also invests a portion of assets in emerging markets.
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By GlobalDataKetterer added: "We use a value-focused bottom-up style, and identify stocks that our investment team believes have attractive risk-adjusted return characteristics."
Neil Wild, co-founder of Causeway Capital Australia, said: "This change reflects the commitment to Australia by our colleagues at Causeway as well as our desire to be fully integrated into not only the sales and marketing of Causeway’s strategies but also the ongoing provision of its client service locally. According to client and consultant feedback, the recent mandates, totalling over A$1.2 billion, are a direct result of the quality of Causeway’s portfolio management process and its dedication to presenting the depth of its team to the Australian market."
