Causeway Funds: Sarah Ketterer shares her top stock picks

Causeway Capital’s CEO and portfolio manager, Sarah Ketterer, knows where to find value and shares where she sees investment opportunities around the world.

 
 
 
 
 
 
 
 
 
 
 
 

Causeway Funds: Concerns Over Cyclicals, US Banks Still Feeling Pressure

Sarah Ketterer, Causeway CEO & portfolio manager, shares her thoughts on the sputtering equity rally and recession risks and why US banks are still under pressure after the crisis and the fallout on corporate lending.

 
 
 
 
 
 
 
 
 
 
 
 

Causeway Funds: Underwriting Financials

Banking turmoil hasn’t yet created exciting buying opportunities for Causeway Capital’s Conor Muldoon, but that doesn’t mean he’s not seeing considerable value in the sector.

 
 

Causeway Funds: Idiosyncrasies of Regional Banks

On this edition of Wall Street Week, portfolio manager, Ellen Lee, explains why valuations in Europe are more attractive than the US.