About
Mike Cho is a fundamental senior research analyst at Causeway Capital Management LLC in Los Angeles. He joined the firm in July 2014 and is responsible for covering companies in the technology, communication services, industrials, and energy sectors. His expertise spans equity research and portfolio analysis, specifically focused on areas such as internet, interactive media, telecom, cable, transportation, and aerospace & defense.
Prior to Causeway, Mr. Cho interned at the firm researching the media sector and was a junior equity research analyst and assistant portfolio manager at NWQ Investment Management, where he covered transportation industry equities. He also held the role of assistant vice president in the advisor group at Trust Company of the West.
Mr. Cho holds a BA in Economics from the University of California, Berkeley, and an MBA from UCLA Anderson School of Management. He is a CFA charterholder, recognized for his rigorous fundamental analysis and deep sector knowledge, particularly in technology, communication services, and industrials.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Causeway Capital Management LLC | Senior Research Analyst | Jun 2014 to Present | — | 
| Causeway Capital Management LLC | Equity Research Summer Associate | May 2013 to Jul 2013 | — | 
| NWQ Investment Management, LLC | Assistant Vice President, Equity Research Associate | Sep 2006 to Jul 2012 | — | 
| Trust Company of the West | Assistant Vice President | Oct 2004 to Sep 2006 | — | 
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
2012 — 2014
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
2000 — 2004
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 | |
| GGavin Scott | Senior Analyst and Healthcare Investor | Los Angeles, CA , United States | 
| Associate Portfolio Manager | United States | |
| HHarry Hartford | Portfolio Manager | Los Angeles, CA , United States | 
| JJonny Shea | Senior Research Analyst | Los Angeles, CA , United States | 
| Portfolio Manager | Santa Monica, CA , United States | |
| MMozaffar Khan | Portfolio Manager, Director of Sustainability Research | Los Angeles, CA , United States | 
| Senior Research Analyst | Santa Monica, CA , United States |