Schwab Network / August 26, 2026

Causeway Funds: AI Memory's Room to Run in South Korea & China's Key Tech-Tied Stocks

Portfolio manager Ryan Myers sees value in Korean financials and Chinese construction and explains which stocks to watch as the AI buildout continues.

Morningstar / August 17, 2026

Causeway Funds: Sarah Ketterer Reflects on a Quarter Century of International Investing

Co-founders Sarah Ketterer and Harry Hartford established Causeway with a vision to provide clients value-focused equity strategies that spanned the globe. Twenty five years later, Ketterer shares what’s changed and how it’s affected how our team invests in today’s competitive landscape.

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Bloomberg / August 05, 2026

Causeway Funds: Sarah Ketterer on Bloomberg's Open Interest

CEO and portfolio manager Sarah Ketterer makes the case for quality stock selection, especially in sectors like health care, where AI implementation could be transformative.

Causeway Capital / July 13, 2026

Causeway Capital Management Named Mutual Fund Provider of the Year by InvestmentNews

Causeway today announced it has been named Mutual Fund Provider of the Year at the 2026 InvestmentNews Awards.

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Bloomberg / July 06, 2026

Causeway Funds: Sarah Ketterer's Contrarian Investment Playbook

Portfolio manager Sarah Ketterer explores where AI is genuinely changing fund management and why human judgment still matters.

CNBC / July 03, 2026

Causeway Funds: AI capex slowdown is a big risk for EM

Portfolio manager Arjun Jayaraman says the biggest risk for emerging markets is a slowdown in AI capital spending. He notes that a modest appreciation in the U.S. dollar is unlikely to hurt emerging markets if the AI capex theme stays intact.

Citywire / July 03, 2026

Causeway Funds: Causeway's Sarah Ketterer bets big on AI losers

Causeway emerged victorious from their bet on stocks laid low by the Covid pandemic and today sees a similar opportunity in AI losers.

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Insightful Investor / June 23, 2026

Causeway Funds: Temporary Setbacks, Durable Businesses

Portfolio manager Sarah Ketterer explains how she invests in companies facing temporary setbacks, why underwriting earnings power two years out may matter more than near term results, and how thinking past the trough helps identify durable businesses before the recovery becomes obvious.

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Causeway Funds plc (the "Fund") is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferable Securities pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011 (S.I. 352 of 2011) of Ireland, as amended.

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