Causeway International Value Fund Institutional Class (CIVIX)

Overview

The described company is an investment fund focusing on common stocks of companies located in developed countries outside the United States. It aims to invest a significant portion of its assets in foreign firms that provide dividends or engage in share repurchase programs. By predominantly investing in companies outside the U.S., the fund offers investors exposure to international markets. With a strategy that includes allocating up to 15% of its total assets to companies in emerging markets, the fund also provides a diversified investment option that taps into the growth potential of less developed economies.

Products and Services

• Common Stocks of Non-U.S. Companies

This product focuses on investing in the common stocks of established companies in developed countries outside the United States. The selection favors companies that show potential for growth, dividend payment, or share repurchase, thereby aiming to ensure a steady return on investment.

• Dividend-Paying Foreign Company Investments

The fund specifically targets foreign companies that distribute dividends. This strategy is intended for investors seeking regular income from their investments in addition to capital appreciation. By focusing on dividend-paying companies, the fund aims to provide a balanced investment option that combines growth with income generation.

• Emerging Markets Investments

With the potential for higher growth, investments of up to 15% of the fund's total assets in emerging markets offer a strategic enhancement to the portfolio. Investing in less developed markets involves higher risk but can lead to higher returns, diversifying the investment opportunities for fund participants.