Causeway Funds: Sarah Ketterer Featured in Barron’s 100 Most Influential Women In Finance

Leaders across the financial services industry continue to innovate and shape the future of asset management. Causeway CEO, Sarah Ketterer, has demonstrated her ability to hunt for value in this dynamic and changing landscape, earning her a spot on Barron’s 100 most influential women in finance.

 
 

Causeway Funds: Exciting Investment Opportunities with Award-Winning Global Value Investor Sarah Ketterer

CEO and portfolio manager, Sarah Ketterer, sees more value in international companies than its U.S. counterparts.

Disclosure: As of 12/31/23, the Causeway International Value Fund had a 4.5% weight in Rolls-Royce Holdings Plc.

 
 

Causeway Funds: Small caps are looking up, especially in Japan and India

Quantitative portfolio manager, Arjun Jayaraman, says that valuations abroad are better than what investors are seeing domestically.

 
 

Causeway Funds: India and Taiwan are the top holdings in our emerging market portfolio

Quantitative portfolio manager, Arjun Jayaraman, says small-to-mid cap Indian stocks offer lots of good opportunities whereas Taiwan stocks have the good mix of reasonable valuations and strong dividend yields.

 
 

Emerging Markets Revival: Six Points with Arjun Jayaraman

Causeway Funds: S&P 500, NASDAQ 100 Near Record Close

With international stock valuations looking more attractive than the U.S., portfolio manager, Ellen Lee shares where Causeway sees growth potential.

 
 

Causeway Funds: Buy these 3 stocks to diversify your portfolio

Causeway portfolio manager, Ellen Lee, makes the case for owning foreign stocks to diversify your portfolio.

 
 

ESG Misconceptions: Putting Problems in Perspective Can Lead to Better Solutions

Causeway Funds: Causeway Capital’s Ketterer on where opportunities lie and why China can’t be ignored

Sarah Ketterer talks about how Causeway as a value investor is outperforming in the higher inflation environment, why China can’t be ignored despite a weakening economy, the U.S. dollar’s trajectory and what pension funds worry about.

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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.