10-year

10-Year Anniversary Promotion (20% off)

Join GuruFocus Premium Membership Now for Only $279/Year

Once a decade discount

Save up to $500 on Global Membership.

Don't Miss It !

Free 7-day Trial
All Articles and Columns »

Causeway Capital's Sarah Ketterer Discusses Portfolio Management with Steve Forbes

February 22, 2013 | About:
CanadianValue

CanadianValue

212 followers
Causeway Capital's Sarah Ketterer sits down with Steve Forbes to discuss portfolio management. Some interesting observations from the interview:

- Causeway's investment approach is contrarian, choosing to head to the sectors where nobody else wants to be. A recent example is in 2010. As investors fled the European stock markets, Causeway started focusing on Europe, looking for high quality companies at distressed valuations.

- From a stock list of 3,000 stocks, Causeway uses quantitative screening to select those companies that deserve further analysis.

- Causeway has an average holding period of three years for the stocks in its portfolio.

- Causeway has an international focus because there is a greater chance to discover overlooked opportunities, especially with smaller cap companies.



About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 3.0/5 (2 votes)

Comments

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK