Sarah Ketterer Investing Philosophy
Sarah Ketterer focuses on global equities: International , global, and emerging market. She and her team begin with a screen of both large and mid-sized companies in the developed international markets. Their screens are applied to approximately 3,400 companies and use quantitative and value-oriented methods to find prospective stocks that meet their criteria for further analysis. Each stock also receives a "risk score" based on the additional volatility/risk it adds to the portfolio. Their final portfolio is built from those stocks with the highest expected risk-adjusted return. It will typically have 60-80 stocks that have a lower price/earnings ratio and higher dividend yield than the market.
Performance of International Value Fund
|Year||Return %||S&P500 %||Excess Gain %|
|3-Year Cumulative (2008-2010)||-14.17 (-4.97/Year)||-8.11 (-2.78/Year)||-6.06 (-2.19/Year)|
|5-Year Cumulative (2006-2010)||16.70 (3.14/Year)||11.92 (2.28/Year)||4.78 (0.86/Year)|
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