Sarah Ketterer

Sarah Ketterer

CAUSEWAY CAPITAL MANAGEMENT LLC
Last update 2020-02-14 87 Stocks (10 new)
Value $9.32 Bil Turnover 15 %
Guru Portfolio Report Download

Sarah Ketterer Profile

Ms. Ketterer is the Chief Executive Officer of Causeway since June 2001. Her firm manages more than $15 billion as of May, 2008. She is responsible for investment research in global financials and healthcare. Prior Experience From November 1996 to June 2001, Ms. Ketterer worked for the Hotchkis and Wiley division of Merrill Lynch Investment Managers ("HW-MLIM"). At HW-MLIM, she was a Managing Director and co-head of the firm's HW-MLIM International and Global Value team. Education Ms. Ketterer has a BA in Economics and Political Science from Stanford University and an MBA from the Amos Tuck School, Dartmouth College.

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.
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Performance of International Value Fund

Year Return % S&P500 % Excess Gain %
2010 11.98 15.05 -3.1
2009 32.01 26.35 5.7
2008 -41.95 -36.79 -5.2
3-Year Cumulative (2008-2010) -14.17 (-4.97/Year) -8.11 (-2.78/Year) -6.06 (-2.19/Year)
2007 7.87 5.15 2.7
2006 26.07 15.84 10.2
5-Year Cumulative (2006-2010) 16.70 (3.14/Year) 11.92 (2.28/Year) 4.78 (0.86/Year)
2005 8.13 4.83 3.3
2004 26.59 10.7 15.9
2003 45.86 28.18 17.7
2002 -10.86 -21.58 10.7

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