[IM Club] Looking Beyond the US: International Value Investing Teach-in with Causeway Capital Management

2025 has marked a renaissance for non-U.S. equities. European industrials are benefiting from increased defense spending, grid operators are gaining from long-delayed infrastructure upgrades, and Japanese banks are finally delivering yield following the end of yield-curve control. With so much in motion, how should an institutional investor navigate these shifts and seize the opportunities?

In this session, Spenser May (Senior Research Analyst) and Greg Squires (Associate Portfolio Manager) of Causeway Capital Management — one of the most prestigious long-only international value managers — will share their perspectives and answer your questions. We look forward to a lively and thought-provoking discussion!

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