Kate B.
Fundamental Research Analyst at Causeway Capital Management LLC
About
Kate Byrne-Slepicka is a fundamental research analyst at Causeway Capital Management LLC in Los Angeles, California. Since joining the firm in November 2022, she is responsible for equity research coverage focusing specifically on companies in the financials and materials sectors.
Her career background includes experience as a senior investment risk analyst and investment portfolio analyst at Global Atlantic Financial Group, where she developed key expertise in risk assessment and portfolio management within the financial services industry.
Ms. Byrne-Slepicka holds a Bachelor of Arts in cognitive science with a concentration in behavioral economics from the University of Pennsylvania. Her areas of expertise include fundamental equity research, financial sector analysis, and risk evaluation for institutional asset management, contributing to Causeway's rigorous approach to global equity investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Causeway Capital Management | Fundamental Research Analyst | Nov 2022 to Present | I assist Sr. Research Analysts and Portfolio Managers in conducting in-depth fundamental research for listed companies globally, principally within the Financials, Materials and Real Estate industries... |
| Global Atlantic Financial Group | Senior Analyst, Enterprise Risk | Sep 2021 to Nov 2022 | I developed investment risk limits and guidelines for investment teams to protect the firm's $120bn balance sheet in downside and extreme downside scenarios. I presented proposals to the financial Ris... |
| Global Atlantic Financial Group | Portfolio Risk Analyst | Jun 2020 to Sep 2021 | I assisted in the development and automation of investment risk monitors to assess current and emerging risks. I analyzed internal and peer data to support revisions to the methodology for determining... |
| University of Pennsylvania | Research Assistant | Jan 2020 to May 2020 | As part of Katy Milkman's course "Judgment and Decision Making Research Immersion", I supported Katie Mehr's research into the effects of gamification and social influence on positive behavior change.... |
| Global Atlantic Financial Group | Investments Intern | Jun 2019 to Aug 2019 | I advanced computational innovation in Asset Origination and Risk as I created data visualization tools for senior management. I assessed industry assumptions about long term performance of real estat... |
| University of Pennsylvania | Research Assistant | Feb 2019 to Aug 2019 | I facilitated data collection from human subjects for research into the effects of non-invasive brain stimulation on psychopathy and antisocial behavior. In this role, I administered transcranial dire... |
| Rockefeller Capital Management | Asset Management Summer Intern | Jul 2018 to Aug 2018 | I worked independently to qualitatively analyze macro and micro changes within the technology, financial, real estate, and consumer industries. I presented my findings to a group of analysts, wealth a... |
| Girls Who Invest | Scholar | May 2018 to Jun 2018 | I have completed a highly selective, rigorous 4-week training program focused on core investment concepts and skills taught by leading business school professors and investment professionals. The cour... |
| University of Pennsylvania | House Manager | Sep 2017 to May 2018 | I organized biweekly discussions that served as an opportunity for up to 30 graduate and undergraduate students to build relationships with alumni and faculty members from the University of Pennsylvan... |
| Adler Planetarium | Summer Intern | Jul 2015 to Aug 2015 | I led a team of 3 high school students to gather data and perform supplementary research. I developed and investigated a hypothesis about the nature of galaxy aging in the Universe. To that end, I use... |
Education
University of Pennsylvania
Bachelor of Arts - BA, Cognitive Science
2017 — 2020
COLLEGE YEAR IN ATHENS (DIKEMES)
2019 — 2019
The Johns Hopkins University
Bachelor's degree, Cognitive Psychology and Psycholinguistics
2016 — 2017
Others at Causeway Capital Management LLC (19)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Los Angeles, CA , United States |
 | NLP and AI Analyst | Dallas, TX , United States |
 | Portfolio Manager, Energy, Utilities, and Consumer | Los Angeles, CA , United States |
G Gavin Scott | Senior Analyst and Healthcare Investor | Los Angeles, CA , United States |
 | Associate Portfolio Manager | United States |
H Harry Hartford | Portfolio Manager | Los Angeles, CA , United States |
J Jonny Shea | Senior Research Analyst | Los Angeles, CA , United States |
 | Portfolio Manager | Santa Monica, CA , United States |
 | Senior Research Analyst | Los Angeles, CA , United States |
M Mozaffar Khan | Portfolio Manager, Director of Sustainability Research | Los Angeles, CA , United States |