Causeway Capital Management LLC

Fee-Only (% of Portfolio)

Causeway Capital Management offers investment management services focusing on international, global, emerging markets, and small cap equities. Causeway primarily serves institutional clients like corporations, pension plans, and endowments. Causeway uses fundamental value equity and quantitative methods to manage investments, tailoring advice to each client's objectives and financial situation. Causeway offers services through separately managed accounts and model programs.

Assets Under Management$43B
Clients252
AdvisorsN/A
Avg. per Client$170M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200.0M0.60%
$200M+0.45%

This is the basic annual fee schedule for international value, international value socially responsible, global value, and concentrated separate accounts. Fees and minimum account sizes may be negotiated. Other strategies have different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Causeway Capital Management LLC | TrueAdvisor