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    Sarah Ketterer is the CEO and co-founder of Causeway. She is the portfolio manager for the firm’s fundamental and absolute returns strategies, and is responsible for investment research across all sectors. Ketterer along with Conor Muldoon, Jonathan Eng, Kevin Durkin, Harry Hartford and James Doyle manage the Causeway International Value Fund. According to their website, the International Value Fund is constructed from an equity universe spanning developed international markets.


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    The Wintergreen Fund recently released its second quarter portfolio holdings. These holdings highlighted 32 stocks, with one of those being a new buy over the past quarter, valued at $1.668 billion.

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  • Richard Pzena Is Drilling For Deep Value

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  • Sequoia Fund Investor Day Transcript 2014

  • Trapeze Asset Management Q2 2014 Letter - The Only Game In Town

  • Paul McCulley Wonders If Inflation Is Really Dead?

    MONEY assistant managing editor Pat Regnier spoke to McCulley in late July; this edited interview appeared in the September 2014 issue of the magazine.

    Q: Is inflation really dead?


  • A Rare Q&A With Canadian Value Investor Francis Chou

    We don't often get to hear much from the very private Francis Chou (Trades, Portfolio). Here is a rare question and answer with the value investor:

    1. How did you end up becoming a portfolio manager?

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