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

February 22, 2013 | About:

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.



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CanadianValue
http://valueinvestorcanada.blogspot.com/

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