Causeway’s Sarah Ketterer and Harry Hartford Named Recipients of 2026 U.S. Morningstar Awards for Investing Excellence
Firm’s Co-Founders Recognized as Outstanding Equity Portfolio Managers
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.
Portfolio manager Ellen Lee believes short term volatility can offer some opportunities but it’s Causeway’s disciplined approach and focus on company fundamentals that keeps them steady amid the headline noise.
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.
Quantitative portfolio manager Arjun Jayaraman says many Asian countries have strong oil reserves, which can help them manage short-term disruptions, but if the Iran war continues for longer, these economies could face serious challenges.
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.
Aurellan Asset Management’s Rachel Weld sits down with Sarah Ketterer, co-founder of Causeway Capital Management, to talk about the journey from starting the firm to managing around US$75 billion today.
Quantitative portfolio manager, Arjun Jayaraman, says he still expects the Federal Reserve to deliver additional rate cuts this year, even though the latest minutes suggested further hikes could not be ruled out.
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.
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