Causeway Funds: Morningstar Elevates Causeway Parent Rating to High
Morningstar’s Todd Trubey says Causeway’s combination of discipline and focus alongside its impressive return history makes it a standout amongst its category peers.
Morningstar’s Todd Trubey says Causeway’s combination of discipline and focus alongside its impressive return history makes it a standout amongst its category peers.
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.
Causeway today announced it has been named Mutual Fund Provider of the Year at the 2026 InvestmentNews Awards.
Causeway emerged victorious from their bet on stocks laid low by the Covid pandemic and today sees a similar opportunity in AI losers.
Portfolio manager Conor Muldoon noted that Liberation Day was a shock to the markets, which tend to overreact in the short term and underreact in the medium to long term. However, he added that these situations present opportunities for Causeway.
Portfolio manager Ryan Myers shares how Causeway’s Emerging Markets portfolio can provide diversified alpha sources with disciplined risk controls as the market evolves through the next AI infrastructure cycle.
CEO and portfolio manager Sarah Ketterer shares her thoughts on how AI will ultimately benefit software stocks.
Firm’s Co-Founders Recognized as Outstanding Equity Portfolio Managers
March 2026 saw a sharp spike in volatility as markets grappled with rapidly shifting headlines around the Middle East conflict, rising oil prices, and tightening financial conditions. Periods like these tend to test both alpha generation and risk management. Yet Causeway’s quantitatively managed Emerging Markets and International Small Cap Funds generated positive alpha for the month.
Causeway is pleased to announce we are the recipient of Morningstar’s 2026 Awards for Investing Excellence. Sarah Ketterer and Harry Hartford have been named Outstanding Equity Portfolio Managers, a recognition of their decades-long, disciplined value approach.
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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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