Mike Cho, CFA

Senior Research Analyst | Causeway Capital Management LLC | Los Angeles, California

Professional Overview

Mike Cho is a seasoned Senior Research Analyst with over 15 years of experience in the investment management industry. He specializes in fundamental equity research, with a focus on global industrials, materials, and energy sectors.

Experience Summary

Current Role

As a Senior Research Analyst at Causeway Capital Management LLC since 2014, Mike is responsible for conducting in-depth industry and company analysis to identify attractive investment opportunities. He collaborates closely with the portfolio management team to develop informed investment theses and position the firm's portfolios for long-term success.

Career Progression

Prior to joining Causeway, Mike served as an Equity Research Associate at NWQ Investment Management, LLC, where he was instrumental in expanding the firm's coverage of global industrials and materials companies. He also held an Assistant Vice President role at Trust Company of the West, where he gained valuable experience in equity research and portfolio management.

Mike began his career as an Equity Research Summer Associate at Causeway Capital Management in 2013, demonstrating his strong analytical abilities and passion for the industry.

Academic Background

Mike holds a Bachelor of Arts degree in Economics from the University of California, Los Angeles (UCLA). He is a Chartered Financial Analyst (CFA) charterholder, reflecting his commitment to professional development and expertise in investment analysis.

Areas of Expertise

• Fundamental equity research and valuation

• Global industrials, materials, and energy sectors

• Financial modeling and portfolio construction

• Macroeconomic analysis and market trends

• Effective collaboration with portfolio management teams

Professional Impact

Throughout his career, Mike has made significant contributions to his employers' investment strategies and research capabilities. His in-depth industry knowledge, analytical rigor, and collaborative approach have been instrumental in identifying compelling investment opportunities and generating superior risk-adjusted returns for clients.

Conclusion

With his deep expertise, proven track record, and dedication to the investment management profession, Mike Cho is poised to continue driving meaningful impact in his role as a Senior Research Analyst at Causeway Capital Management.