Mr. Valentini, CFA, Fundamental Portfolio Manager is a director and fundamental portfolio manager at Causeway Capital Management LLC and is responsible for investment research in the global health care and financials sectors. He joined the firm in July 2006 and has been a portfolio manager since April 2013.
Prior Experience: During the summer of 2005, Mr. Valentini worked as a research analyst at Thornburg Investment Management, where he conducted fundamental research for the International Value Fund and the Value Fund, focusing on the European telecommunication and Canadian oil sectors. From 2000 to 2004, Mr. Valentini worked as a financial analyst at Goldman Sachs in the European Equities Research-Sales division in New York.
Investment Experience: 14 Years
Education: Mr. Valentini has an MBA from Columbia Business School, with honors, an MA in Economics from Georgetown University and a BS, magna cum laude, from Georgetown University. Mr. Valentini was inducted into the Beta Gamma Sigma honors society, is a Phi Beta Kappa member, and is a CFA charterholder.
The quality of some companies has improved, while valuations have shrunk.
There are opportunities amid the uncertainty
Here are two ways healthcare names can beat downward pricing pressure.
Banks and insurers were affected initially, but have since recovered.
Firmer economic data from Europe will support growth of company earnings.