Bloomberg Wall Street Week - June 7th, 2024
On this edition of Wall Street Week, Sarah Ketterer, Causeway Capital CEO tells us why higher rates have a sobering effect on markets. Ralph Schlosstein, Evercore Chairman Emeritus says we are in a period of returning deal activity. Raghuram Rajan, Former Reserve Bank of India Governor and Chicago …
Bloomberg Wealth: Sarah Ketterer
Sarah Ketterer, CEO of $50 billion long-only equity value shop Causeway Capital Management sits down with David Rubenstein to discuss her approach to value investing, running a 100-person firm, and why she sees the biggest opportunities ahead in international markets. This interview was filmed July…
Causeway’s Ketterer on Estimating Intrinsic Value
Since the US market can be profitable for European companies, any slowdown in the US economy could harm earnings in Europe, but also alleviate high valuations. On this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-ho…
The Fiscal Shift That Means You Must Own Europe
Sarah Ketterer, chief executive of Causeway Capital Management, which has over $55 billion in assets under management. joins this week’s Merryn Talks Money to discuss why stocks have rebounded from last month’s bloodbath, and why the US market’s long-held dominance is nevertheless shifting as inves…
Europe Is on a Tear, Values Abound & Top Manager Sarah Ketterer Is Investing
Award-winning Causeway International Value Fund’s Sarah Ketterer is finding numerous opportunities in Europe, as the continent undergoes an investment renaissance.
Ep. 14: Sarah Ketterer
Sarah Ketterer is CEO of Causeway Capital Management, the global equity shop she founded in 2001. She also runs the firm’s flagship $6.3bn Causeway International Value fund.
Sarah tells the Mistakes Were Made team what she learned from getting burned by energy stocks, the reason she doubled down…
Ep 6 - Co-Founder and CEO Sarah Ketterer reflects on 25 years of value investing at Causeway Capital
Aurellan Investment Principal Rachel Weld interviews Causeway Capital's Sarah Ketterer who talks about the up's and down's of value investing over the past 25 years that Causeway Capital has been in business. Causeway Capital is an underlying manager within the Aurellan Global Shares Fund. Aurellan…
Sarah Ketterer Discusses Investment Management
Bloomberg Opinion columnist Barry Ritholtz interviews Sarah Ketterer, the chief executive officer and fundamental portfolio manager at Causeway Capital Management, which has $52 billion in assets under management. Ketterer, who was named Morningstar’s 2017 International-Stock Fund Manager of the Ye…
#128 - Sarah Ketterer: Temporary Setbacks, Durable Businesses
Sarah is co‑founder, CEO, and portfolio manager at Causeway Capital Management, which she helped launch in 2001 and now manages approximately $68B in assets (as of 3/31/26). She explains how she invests in companies facing temporary setbacks, why underwriting earnings power two years out may matter…
The Biggest AI Investment Mistakes Investors Could Make
AI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI is genuinely changing fund management and why hum…
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