Nate Klein
Senior Research Analyst at Causeway Capital Management LLC
About
Nate Klein is a fundamental senior research analyst at Causeway Capital Management LLC, based in Santa Monica, CA. He joined the firm in August 2016 and is responsible for investment research and analysis with a focus on companies in the consumer and healthcare sectors. His role involves detailed fundamental analysis to support portfolio management decisions within these specific industries.
Prior to joining Causeway, Mr. Klein was an equity research associate analyst at Neuberger Berman from 2011 to 2016, where he specialized in coverage of the healthcare sector. Before his tenure at Neuberger Berman, he gained valuable industry experience as an independent healthcare consultant, further honing his sector expertise.
Mr. Klein holds a BS in business administration from Washington University in St. Louis and is a CFA charterholder, indicating strong analytical capabilities and a commitment to professional standards. Throughout his career, he has consistently contributed sector-specific insights, particularly within healthcare and consumer equities, supporting robust investment decisions at leading asset management firms.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Causeway Capital Management LLC | Senior Research Analyst | Aug 2016 to Present | — |
| Neuberger Berman | Equity Research Analyst - Healthcare | Jun 2011 to Jul 2016 | — |
| Epic | Project Manager and Consultant | Jul 2009 to Aug 2010 | — |
| Marcus & Millichap | Account Management Intern | May 2007 to Aug 2007 | — |
| Kayne Anderson Rudnick | Private Client Intern | Jun 2006 to Aug 2006 | — |
| The Ad Group | Account Representative | May 2006 to Jun 2006 | — |
| Smart Solutions for Health Care, Inc. | Consultant | Oct 2010 to Apr 2011 | — |
| NISA Investment Advisors, LLC | Account Administration Intern | Jun 2008 to Aug 2008 | — |
| Buford Dickson Harper Sparrow Inc. | Equity Research Intern | May 2008 to Jul 2008 | — |
Education
Washington University in St. Louis - Olin Business School
BSBA, Finance, International Business, Accounting, Chinese (Mandarin)
2005 — 2009
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 |