CAUSEWAY CAPITAL MANAGEMENT - Key Persons
Job Titles:
- Director
- Member of the Operating Committee
- Fundamental Portfolio Manager
- Fundamental Portfolio Manager / Investment
Mr. Valentini is a director and fundamental portfolio manager at Causeway and is responsible for investment research in the global healthcare, financials, and real estate sectors. He joined the firm in July 2006 and has been a portfolio manager since April 2013.
Job Titles:
- Member of the Operating Committee
- Senior Research Analyst
- Quantitative Senior Research Analyst
- Quantitative Senior Research Analyst / Investment
Mr. Liu is a quantitative senior research analyst at Causeway. He joined the firm in July 2018. His current responsibilities include alpha research and infrastructure development.
Job Titles:
- Member of the Operating Committee
- Senior Research Analyst
- Fundamental Senior Research Analyst
- Fundamental Senior Research Analyst / Investment
Mr. Zhang is a fundamental senior research analyst at Causeway. He joined the firm in August 2016. His current responsibilities include coverage of companies in the financials, materials, technology, and communication services sectors.
Job Titles:
- Member of the Operating Committee
- Head of Quantitative Research
Job Titles:
- Member of the Operating Committee
- Senior Natural Language Processing / Artificial Intelligence Analyst
Job Titles:
- Member of the Operating Committee
- Fundamental Research Analyst
Job Titles:
- Member of the Operating Committee
- Fundamental Portfolio Manager
Job Titles:
- Member of the Operating Committee
- Fundamental Research Analyst
Job Titles:
- Member of the Operating Committee
- Fundamental Research Analyst
Job Titles:
- Member of the Operating Committee
- Director of Institutional Business Development
Job Titles:
- Member of the Operating Committee
- Fundamental Portfolio Manager
Job Titles:
- Member of the Operating Committee
- Chief Financial Officer, Risk Officer
Job Titles:
- Member of the Operating Committee
- Reporting Analyst / Funds
Job Titles:
- Member of the Operating Committee
- Director of National Accounts
Mr. O'Donnell is a director of national accounts at Causeway. He joined the firm in December 2014.
From 2013 to 2014, Mr. O'Donnell worked as an internal sales consultant at Franklin Square Capital Partners, where he was primarily responsible for the sale of credit-based alternative investment funds into New York City, New Jersey and South Florida. Prior to Franklin Square, Mr. O'Donnell spent four years as vice president at Coventry Securities, which specialized in the structuring and distribution of longevity-based assets and securities to institutional investors.
Mr. O'Donnell earned a BA in American studies from Cornell University. He holds Series 7 and 63 licenses from FINRA. Mr. O'Donnell is a CFA charterholder.
Job Titles:
- Member of the Operating Committee
- Director of National Accounts
Mr. Hissey is a director of national accounts at Causeway. He joined the firm in January 2012.
From 2010 to 2012, Mr. Hissey was a sales associate for BlackRock and an institutional equity sales assistant for Guggenheim Capital Markets.
Mr. Hissey earned a BBA from Emory University's Goizueta Business School. He holds Series 7, 63, and 65 licenses from FINRA.
Job Titles:
- Member of the Operating Committee
- Fundamental Senior Research Analyst
Job Titles:
- Member of the Operating Committee
- Member of the Relationship Management Team
- Senior Relationship Manger
Job Titles:
- Member of the Operating Committee
- Fundamental Portfolio Manager
Job Titles:
- Member of the Operating Committee
- Member of the Relationship Management Team
- Chief Client Service Officer
Job Titles:
- Member of the Operating Committee
- Fundamental Senior Research Analyst
Job Titles:
- Chief Operating Officer
- Member of the Operating Committee
Ms. Fermelia is the chief operating officer at Causeway and has been with the firm since its inception in June 2001. Ms. Fermelia manages operations, compliance, trading, and other administrative functions. She co-founded the firm in June 2001 and is a member of the operating committee.
From 1997 to 2001, Ms. Fermelia was the business manager for the Hotchkis & Wiley division of Merrill Lynch Investment Managers (HW-MLIM). At HW-MLIM, she managed the trading, marketing, client service, and administrative functions of the team. From 1994 to 1997, she was the compliance officer of Hotchkis and Wiley. During this time, she monitored compliance with client investment guidelines, applicable laws, rules and regulations, proxy guidelines, and personal securities trading. From 1985 to 1994, Ms. Fermelia was a senior manager with PricewaterhouseCoopers in the investment company practice.
Ms. Fermelia earned a BS, cum laude, in accounting from the University of Utah.
Job Titles:
- Member of the Operating Committee
- Fundamental Associate Portfolio Manager
Job Titles:
- Deputy General Counsel
- Member of the Operating Committee
Gretchen W. Corbell is deputy general counsel at Causeway. She joined the firm in September 2004.
From 1996 to 2004, Ms. Corbell was an attorney with Sheppard, Mullin, Richter & Hampton LLP in Los Angeles.
Ms. Corbell earned as BA, magna cum laude, from the University of San Diego and a JD from University of Southern California Law School.
Job Titles:
- Member of the Operating Committee
- Fundamental Research Analyst
Job Titles:
- Member of the Operating Committee
- President / Head of Fundamental Research
Job Titles:
- Member of the Operating Committee
- Quantitative Senior Research Analyst
Job Titles:
- Member of the Operating Committee
- Reporting Analyst
Job Titles:
- Director of Human Resources
- Member of the Operating Committee
Ms. Rochon is the Director of Human Resources at Causeway Capital Management LLC. She joined the firm in November 2003. Her current responsibilities include managing employee relations, benefits, and recruiting. She also sits on the Advisory Board of the Diversity, Equity and Inclusion Committee.
Prior to joining the firm, Ms. Rochon was in account management with a full-service advertising agency in Los Angeles.
Ms. Rochon graduated Phi Beta Kappa with a BA from the University of Southern California.
Job Titles:
- Member of the Operating Committee
- Head of Consultant Relations / Product Management
Job Titles:
- Member of the Operating Committee
- Director of Client Reporting
Job Titles:
- Member of the Operating Committee
- Quantitative Portfolio Manager
Job Titles:
- Member of the Operating Committee
- Director of Asia Pacific Distribution
Job Titles:
- Member of the Operating Committee
- Fundamental Portfolio Manager
Job Titles:
- Member of the Operating Committee
- Fundamental Senior Research Analyst
Job Titles:
- Member of the Operating Committee
- Fundamental Research Analyst
Job Titles:
- Member of the Operating Committee
- Business Development Associate
Job Titles:
- Member of the Operating Committee
- Fundamental Senior Research Analyst
Job Titles:
- Director of Operations
- Member of the Operating Committee
Ms. Moore is director of operations at Causeway and has been with the firm since its inception in June 2001. Ms. Moore manages the back office at Causeway whose responsibilities include trade settlement, portfolio accounting and pricing, performance measurement, corporate actions and proxy voting.
From 1997 to 2001, Ms. Moore was an operations and performance specialist for the Hotchkis and Wiley division of Merrill Lynch Investment Managers (HW-MLIM). She was responsible for global trade settlements, performance measurement and securities pricing.
Ms. Moore earned an MBA from the Marshall School of Business at the University of Southern California. She earned her BS, in mathematics from the University of California, Los Angeles. Ms. Moore currently serves as the head of our diversity, equity & inclusion committee focused on bringing awareness to unconscious racial, cultural and gender biases, improving Causeway's efforts to recruit and retain underrepresented individuals, and expanding community outreach to promote financial literacy to youth in undeserved and underrepresented communities.
Job Titles:
- Member of the Operating Committee
- Director of Product Management
Mr. Moutes is director of product management at Causeway and has been with the firm since its inception in June 2001. He oversees the workflow and submission of all due diligence related communications to institutional prospects and consultants. In addition to overall product management and sales/marketing of Causeway's institutional capabilities, he maintains marketplace platform relationships and is responsible for supervising Causeway's mutual fund sales team.
From 1999 to 2001, Mr. Moutes was an assistant vice president for the Hotchkis & Wiley division of Merrill Lynch Investment Managers (HW-MLIM). While employed at HW-MLIM, Mr. Moutes supported a sales and marketing team of approximately forty professionals and assisted with new product development. From 1997 to 1999, Mr. Moutes worked at T. Rowe Price Associates in its financial institutions group in Los Angeles. From 1996 to 1997, Mr. Moutes worked as an analyst at Southern Pacific Bank where he developed real estate investment trusts and performed loan securitizations for large private and institutional clientele.
Mr. Moutes earned a BA in political science from Loyola Marymount University. He holds Series 7, 24, and 63 licenses from FINRA. Mr. Moutes holds the FINRA Institute/Wharton School-sponsored Certified Regulatory Compliance Professional (CRCP) designation.
Job Titles:
- Member of the Operating Committee
- Director of Investment Technology
Kurt Decko - Chief Compliance Officer, Chief Legal Officer
Job Titles:
- Chief Compliance Officer
- General Counsel
- Member of the Operating Committee
Job Titles:
- Member of the Operating Committee
- Quantitative Portfolio Manager
Job Titles:
- Member of the Operating Committee
- Quantitative Research Analyst
Job Titles:
- Member of the Operating Committee
- Fundamental Research Analyst
Job Titles:
- Member of the Operating Committee
- Fundamental Senior Research Analyst
Job Titles:
- Deputy General Counsel
- Member of the Operating Committee
Mindy Yu is deputy general counsel at Causeway. She joined the firm in August 2012.
From 2010 to 2012, Ms. Yu was an attorney with Dewey & LeBoeuf in Los Angeles. From 2007 to 2010, she was an attorney with Kirkland & Ellis in New York.
Ms. Yu earned a BA, magna cum laude, from Dartmouth College, and a JD from Stanford Law School.
Job Titles:
- Member of the Operating Committee
- Portfolio Manager / Director of Sustainability Research
Job Titles:
- Member of the Operating Committee
- Fundamental Senior Research Analyst
Job Titles:
- Member of the Operating Committee
- Fundamental Senior Research Analyst
Job Titles:
- Member of the Operating Committee
- Fundamental Senior Research Analyst
Job Titles:
- Head
- Head of Business Development
- Member of the Operating Committee
Mr. O'Grady is the head of national accounts and intermediary distribution at Causeway. He joined the firm in April 2003.
From 2000 to 2003, Mr. O'Grady was a regional account director for the intermediary distribution group at Turner Investment Partners, Inc. Mr. O'Grady was named a principal at Turner in 2002. His responsibilities focused on marketing Turner's investment strategies to intermediary distribution channels. From 1996 to 2000, Mr. O'Grady served as a teacher, counselor and coach at The Episcopal Academy, an independent, co-educational school. From 1990 to 1995, Mr. O'Grady was a teacher, counselor and coach at The Haverford School.
Mr. O'Grady earned a BA from Villanova University with a concentration in history. He holds Series 7 and 63 licenses from FINRA.
Job Titles:
- Member of the Operating Committee
- Chief Technology Officer, Chief Cybersecurity Officer
Job Titles:
- Member of the Operating Committee
- Fundamental Associate Portfolio Manager
Job Titles:
- Member of the Operating Committee
- Head Trader
- Trader
Mr. Ingram is the head trader at Causeway and has been with the firm since its inception in June 2001. From 1994 to 2001, Mr. Ingram was the head trader for the Hotchkis and Wiley division of Merrill Lynch Investment Managers (HW-MLIM). From 1990 to 1994, Mr. Ingram was a portfolio administrator with Pacific Investment Management Company (PIMCO). From 1989 to 1990, he was a mutual fund accountant at State Street Bank in Boston. From 1988 to 1989, Mr. Ingram was a shareholder services representative at Putnam Financial in Boston.
Mr. Ingram earned a BA in economics from the University of Massachusetts, Amherst.
Job Titles:
- Member of the Operating Committee
- Fundamental Senior Research Analyst
Job Titles:
- Member of the Operating Committee
- Fundamental Research Analyst
Job Titles:
- Member of the Operating Committee
- Quantitative Portfolio Manager
Job Titles:
- Associate
- Member of the Operating Committee
- Product Manager
Job Titles:
- Chief Executive Officer
- Member of the Operating Committee
Job Titles:
- Member of the Operating Committee
- Member of the Relationship Management Team
- Senior Relationship Manager and Director of Communications
Job Titles:
- Member of the Operating Committee
- Senior Reporting Analyst
Job Titles:
- Member of the Operating Committee
- Fundamental Senior Research Analyst
Job Titles:
- Member of the Operating Committee
- Trader
Job Titles:
- Member of the Operating Committee
- Fundamental Portfolio Manager
Job Titles:
- Member of the Operating Committee
- Member of the Relationship Management Team
- Senior Relationship Manager
Mr. Alan-Lee is a client service senior relationship manager at Causeway. He joined the firm in January 2018 and his responsibilities include servicing institutional clients in the United States and Canada. Mr. Alan-Lee also works closely with the portfolio management team to develop client communications and investment content.
Prior to joining Causeway, Mr. Alan-Lee was a vice president account manager at PIMCO, responsible for servicing institutional client relationships. Mr. Alan-Lee began his career in the financial services industry in 2008 as an analyst in PIMCO's account management group.
Mr. Alan-Lee earned a BA in economics from Dartmouth College and an MBA from The Wharton School at the University of Pennsylvania. Mr. Alan-Lee is a CFA charterholder.
Job Titles:
- Member of the Operating Committee
- Senior Research Analyst
- Quantitative Senior Research Analyst
- Quantitative Senior Research Analyst / Investment
Mr. Lu is a quantitative senior research analyst at Causeway. He joined the firm full-time in October 2018. His responsibilities include alpha research and alternative data analysis.
Job Titles:
- Member of the Operating Committee
- Chief Operating Officer of Causeway Analytics