Causeway Global Value Fund Investor (CGVVX)

Overview

The fund is an investment entity focused on capitalizing on opportunities within both developed international markets and the U.S. It mainly targets common stocks of dividend-paying or share repurchasing companies, navigating through developed countries outside the U.S. while also maintaining a strategic position within the U.S. investment landscape. Besides, a portion of its portfolio is dedicated to emerging markets, adding a dimension of growth potential amidst its income-focused strategy. The fund is characterized by its flexible allocation, committing at least 40% of its assets internationally, thereby offering investors a diversified and global investment approach.

Products and Services

• Investment in Developed Markets

  This service focuses on investing in common stocks of companies based in developed countries outside the U.S. It seeks to capitalize on the stability and growth potential of these economies, ensuring a broad exposure to global markets. This approach leverages the geographical and sectoral diversification, aiming at generating sustainable returns.

• Dividend-paying or Share Repurchasing Companies

  The majority of the fund's assets are allocated to companies that return value to shareholders, either through dividends or share buybacks. This strategy is targeted at generating income for investors, complementing the growth potential from capital gains. It reflects a preference for companies with strong financial health and a commitment to shareholder value.

• Emerging Markets Investment

  Up to 25% of the fund's total assets can be invested in companies within emerging or less developed markets. This segment offers exposure to higher growth potential albeit with increased risk. The strategic allocation in emerging markets is designed to enhance portfolio returns while contributing to diversification.

• Global Asset Allocation

  Committing to a global footprint, the fund ensures at least 40% of its total assets are invested in various countries outside the U.S. This global asset allocation strategy is pivotal to accessing international growth opportunities, reducing country-specific risks, and achieving a balanced investment portfolio.