Causeway Global continues to benefit from topnotch personnel and an outstanding process, and its performance struggles are largely understandable. Both of its share classes retain their Morningstar Analyst Ratings of Gold.
Will CGVIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGVIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CGVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CGVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.