Causeway Funds: Causeway’s Ketterer on Estimating Intrinsic Value

On this episode of Inside Active, Sarah Ketterer discusses Causeway’s value investment philosophy, including its risk-adjusted return ranking model, as well as the criteria she looks for in potential holdings.

 

 
 

Causeway Funds: S&P 500 Aims For Another Record Close

Portfolio manager, Ellen Lee, shares how Causeway evaluates idiosyncratic opportunities in the equity market to find value opportunities.

 

 
 

Causeway Funds: Fed must alleviate underlying symptoms ailing the US economy

Causeway CEO & portfolio manager, Sarah Ketterer, analyzes the Fed’s critical rate cut decision on ‘Cavuto: Coast to Coast.’

 
 

Causeway Funds: India will be minimally impacted by a Harris or Trump presidency

Quantitative portfolio manager, Arjun Jayaraman, discusses the implications of the upcoming U.S. presidential elections and says that India will be a safe haven amongst emerging markets.

 
 

Causeway Funds: In these conditions, international small-caps should shine

Quantitative portfolio manager, Ryan Myers, says current valuations are on par with some historical extremes where small caps go on to outperform fairly significantly.

 

 
 

Causeway Funds: What It Means to Be a Value Investor

CEO & portfolio manager, Sarah Ketterer, sits down with David Rubenstein to discuss her approach to value investing, running a 100-person firm, and why she sees the biggest opportunities ahead in international markets.

 

 
 

Causeway Funds: Causeway Global Value Fund Mines The Stock Market For Ignored Gems

Causeway portfolio manager, Alessandro Valentini, discusses the importance of stock selection in value investing and which stocks he believes has upside potential.

 
 

Causeway Funds: 8 of the Best International Fund Managers

Causeway International Value Fund earns Morningstar’s top rating in 2024.

 
 

Causeway Funds: Recovery Mode

Value Investor asks Causeway’s Sarah Ketterer and Ellen Lee to describe why cyclical stocks play well to their approach and their views on China and AI.

 
 

Causeway Funds: May Jobs Shock Shelves Rate-Cut Expectations

On this edition of Wall Street Week, Sarah Ketterer, Causeway Capital CEO tells us why higher rates have a sobering effect on markets.