Causeway International Small Cap Fund Investor Class (CVISX)

Overview

This fund is an investment vehicle that targets companies with smaller market capitalizations situated in both developed and emerging markets outside the United States. By concentrating primarily on common stocks, it seeks to provide investors with exposure to potentially high-growth enterprises that are underrepresented in larger indices. The strategy involves allocating at least 80% of its total assets toward equity securities belonging to these smaller-cap companies, demonstrating a clear focus on this segment. Smaller market capitalizations, for the purpose of this fund, are defined by a cap that does not surpass the maximum market capitalization included in the MSCI ACWI ex USA Small Cap Index (Gross) at the time of acquisition, ensuring a targeted investment approach based on the fund’s benchmark.

Products and Services

• Equity Investments in Smaller Market Capitalizations

  The fund dedicates a significant portion of its portfolio to equity securities of companies with smaller market capitalizations. These investments are selected based on their potential for growth and value addition, aiming to capitalize on the agility and innovative capabilities often found in smaller companies. By doing so, the fund offers investors a pathway to diversify their investment portfolio beyond the usual large-cap dominated products, targeting returns from markets outside the U.S. that are potentially less explored and, therefore, might offer a unique investment proposition.

• Global Exposure with a Focus on Developed and Emerging Markets

  With a strategic emphasis on companies located outside the U.S., this fund provides global diversification to its investors. It encompasses equity investments in both developed and emerging markets, aiming to strike a balance between stability offered by developed regions and the high-growth potential inherent in emerging economies. This dual focus allows the fund to potentially benefit from global economic trends, currency fluctuations, and regional growth stories, making it an attractive option for investors seeking to expand their international exposure while maintaining a targeted investment in smaller market cap companies.