Causeway Funds: This Top Value Investor Likes Software Stocks Despite AI Threat
CEO and portfolio manager Sarah Ketterer shares her thoughts on how AI will ultimately benefit software stocks.
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.
The nominees for Morningstar’s 2026 Awards for Investing Excellence have been announced and Causeway is pleased to be included in the Outstanding Equity Portfolio Manager category.
Causeway is pleased to announce that its Global Value Equity SMA strategy has been named Envestnet’s 2026 Asset Manager of the Year in the International, Emerging Markets, and Global Equity category.
Causeway Capital Management LLC today announced the expansion of its global footprint with the opening of a new office in London, operated through Causeway’s new subsidiary, Causeway Capital Management (UK) Ltd. Richard Clarke-Wilson has been appointed as Director of EMEA Business Development to build the firm’s relationships with prospective investors and clients across the region.
More investors are seeing international stocks as bargains compared to their US counterparts. Causeway portfolio manager Steve Nguyen offers his thoughts on the shift from US to global equities in this month’s edition of MoneyWeek.
Portfolio manager, Arjun Jayaraman, showcases how Causeway’s quantitative management team uses a combination of top-down and bottom-up factors in collaboration with fundamental review to produce alpha.
Causeway’s Sarah Ketterer hunts the globe for out-of-favor value stocks and shares where she’s finding bargains.
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