Sarah Ketterer

Sarah Ketterer

Last Update: 08-14-2017

Number of Stocks: 83
Number of New Stocks: 6

Total Value: $8,069 Mil
Q/Q Turnover: 17%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Sarah Ketterer' s Profile & Performance

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.

Web Page:http://www.causewayfunds.com/fundhome.aspx

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.

Total Holding History

Performance of International Value Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201011.9815.06-3.1
200932.0126.465.5
2008-41.95-37-5.0
3-Year Cumulative-14.2 (-5%/year)-8.3 (-2.9%/year)-5.9 (-2.1%/year)
20077.875.492.4
200626.0715.7910.3
5-Year Cumulative16.7 (3.1%/year)12 (2.3%/year)4.7 (0.8%/year)
20058.134.913.2
200426.5910.8815.7
200345.8628.6817.2
2002-10.86-22.111.2

Top Ranked Articles

Gurus Seek Value in Technology Companies Companies with low price-sales valuations offer good value potential
The Top 25 Historical Low Price-Sales model portfolio outperformed the Standard & Poor’s 500 index in four of the past six years. As of June 1, the portfolio had a cumulative gain of 125.73% since its inception on Dec. 30, 2009. Three technology companies, Baidu Inc. (NASDAQ:BIDU), Infosys Ltd. (NYSE:INFY) and Qualcomm Inc. (NASDAQ:QCOM), have generated positive returns to the model portfolio over the past two years. Several gurus have increased their positions as these companies offer good value potential. Read more...
Sarah Ketterer Gains 4 Stocks in 1st Quarter Guru releases quarterly portfolio
Causeway Capital Management’s Sarah Ketterer (Trades, Portfolio) gained four new stocks in the first quarter. They are Canadian Pacific Railway Ltd. (NYSE:CP), Flowserve Corp. (NYSE:FLS), Companhia de Saneamento Basico do Estado de Sao Paulo (NYSE:SBS) and SodaStream International Ltd. (NASDAQ:SODA). Read more...
Sarah Ketterer Gains 6 New Stocks in 2nd Quarter Guru invests in technology, energy, utilities and basic materials
Causeway Capital Management co-founder Sarah Ketterer (Trades, Portfolio) gained six new holdings during the second quarter: Sabre Corp. (NASDAQ:SABR), Arch Coal Inc. (NYSE:ARCH), JD.com Inc. (NASDAQ:JD), BP PLC (NYSE:BP), BHP Billiton PLC (NYSE:BBL) and Just Energy Group Inc. (NYSE:JE). Read more...
Ken Fisher Invests in French, Japanese, Brazilian Companies in 2nd Quarter Guru’s 5 largest new holdings
Fisher Asset Management founder Ken Fisher (Trades, Portfolio) gained 95 new holdings in the second quarter. His top five new purchases were Sumitomo Mitsui Financial Group Inc. (NYSE:SMFG), Vinci SA (VCISY), Schneider Electric SE (SBGSY), Bank Bradesco SA (NYSE:BBD) and Mitsubishi Electric Corp. (MIELY). Read more...
Sarah Ketterer’s Top 4 New Holdings The guru invested in a variety of industries in the 3rd quarter
Causeway Capital Management’s Sarah Ketterer (Trades, Portfolio) acquired 13 new holdings in the third quarter. Her top four new holdings are CSX Corp. (NASDAQ:CSX), CSRA Inc. (NYSE:CSRA), Signet Jewelers (NYSE:SIG) and VeriFone Systems Inc. (NYSE:PAY). Read more...
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Commentaries and Stories

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Causeway Capital - ESG and Alpha: The Role of Materiality Causeway ESG White Paper Series Sarah Ketterer - Causeway Capital - ESG And Alpha: The Role Of Materiality
September 2017 Recent years have seen expanding interest in Environmental, Social, and Governance (ESG) issues. Public sentiment on less controversial issues such as oil spills (E), child labor (S), and corporate fraud (G) has mushroomed into a broader consciousness about an array of ESG issues more generally. Investors also have been paying attention, scanning for potential risk, rewards, and value alignment. Many investors ask whether there is a potential tradeoff between return performance and ESG investing. New evidence sheds some light on this question. In an academic article1 published in 2016, Mozaffar Khan (who has subsequently joined Causeway) explored the alpha (return in excess of a benchmark) potential of U.S. firms’ ESG momentum.2 Khan and his coauthors hypothesized that it is important to sift through the large array of ESG issues in order to identify those, termed “Material,” that potentially matter most for alpha in a given industry. In doing so, the authors presented new evidence of significant alpha from investing in firms with high performance on material ESG issues. Key elements of the paper are described below. 1. ESG AND ALPHA The study was motivated by two observations: (a) there are economic reasons to suggest alpha from ESG performance; and (b) discriminating between material and immaterial ESG issues could purify the alpha signal in firms’ ESG performance. 1a. Economic rationale for alpha potential It is important to outline the economic mechanism that could link firms’ ESG outperformance to future stock return outperformance. Two conditions are needed for such a link. First, ESG performance should on average be economic value-added in the future, and second, the market must currently underestimate the future value potential. Economic value potential. The economic value potential of Environmental performance could come from both risk mitigation and opportunity capture. Risks stem from current negative externalities that the firm might be forced to internalize to some extent in the future. For example, carbon emitters and other polluters might be forced in the future to bear disproportionate costs from adverse community action, customer sentiment, regulation, shareholder activism, and reputational damage. Proactive risk mitigation could circumscribe these costs (cash flow effect) and lean against return volatility (risk effect). Environmental opportunity capture relates to capitalizing on business and innovation opportunities generated by current environmental concerns. Such efforts could result in higher future profits. For example, electric vehicles benefit from, and are a response to, eco-consciousness. Here environmental concerns have led to a new product. As another example, servers in commercial data centers generate a lot of heat and require considerable resources for cooling. Locating such facilities in areas where naturally cooler temperatures and wind can be harnessed for cooling could reduce both energy costs and the eco-footprint. Social performance could create future value. As an example, investment in employee development and growth could lead to better execution of internal business processes, which could in turn lead to enhanced product and service quality, customer satisfaction, and ultimately profits.3 For example, there is some evidence that investing in the “Best companies to work for in America” can result in alpha.4 Governance mechanisms may also facilitate the preservation of value and a return on shareholder capital.5 Governance in the abstract is therefore related to economic value axiomatically, although its ultimate effect on value empirically depends on which governance mechanisms, among the many, are installed, and on their effectiveness. For example, effective boards and active ownership by investors could encourage firms to pay out excess cash, thereby removing potential temptation for empire-building or over-investment by corporate executives. In many emerging markets companies, more independent directors on boards could more effectively represent non-family shareholders. Effective compensation contracts could more closely align executives with shareholder risk appetites and, for example, prevent executives from playing it too safe by underinvesting in risky high-return projects. Effective external auditors can provide an independent opinion about the strength of firms’ internal controls and reduce the likelihood of fraud. Overall, one perspective is that E, S, and G are non-financial measures of performance that, in conjunction with financial measures, provide a more complete dashboard for managers in steering the business towards long-run shareholder value maximization. These non-financial measures may be leading indicators of future financial performance. The story of course does not end here. There are a number of potential concerns about the relation between ESG and shareholder value. ESG efforts are not expected to be costless and, given diminishing returns to investment, more is not always better. Some ESG efforts might therefore represent over-investment. This is especially problematic if the payback period and return on investment are difficult to assess. For environmental and social efforts, these concerns are easier to see because the outlay costs are more readily observable. For governance as well, more does not always have to be better. For example, a bigger board could hamper timely decision-making and impose other coordination costs. In Japan, companies often have huge, bureaucratic, and static boards of directors, whereas smaller and more nimble boards might be more effective. As another example, excessively restrictive executive compensation policies could hurt a firm’s ability to hire the most talented executives who ordinarily have more employment options. Further, global investors often encourage non-U.S. companies to better align managers with shareholders through stock options and other vesting equity awards. If taken too far, however, management compensation tied to short-term share price performance can lead to myopic investment decisions by managers and rob the company of needed long-term capital expenditures and growth. These arguments motivate some investors’ concerns about the positive alpha potential of firms’ ESG performance. In essence the arguments above suggest alternative ways that ESG efforts might impact the fundamental elements of shareholder value: profitability (CF), future growth (g), and risk (r). On one hand, ESG efforts might lower short-run CF but enhance g and mitigate r, thereby enhancing long-run shareholder value. Equivalently, ignoring ESG might raise CF but reduce g and raise r, reducing long-run shareholder value. On the other hand, ESG efforts may penalize CF without sufficiently offsetting effects on g and r. Fig. 1 below illustrates some potential tradeoffs between the elements of value. Firm A chooses to spend more on ESG efforts at the cost of lower profits today, but has higher sustainable future growth and lower long-run risk. Firm B chooses to spend less on ESG efforts and enjoys higher profits today, but has lower sustainable future growth and higher long-run risk. Managerial skill and judgment are invoked in calibrating the appropriate choice of CF, g, and r at any given firm. Fig. 1: Example of potential tradeoffs between the elements of long-run shareholder value The upshot is that competing arguments about the potential relation between ESG and alpha provide precisely the tension that makes this an empirical question. We have to look to the data to seek answers. What is the relation between ESG and alpha on average? If the various ESG issues are not equally material for a given industry, would parsing the issues on their materiality give us a better alpha signal? Mispricing. A second condition for ESG performance to have alpha potential is that the market currently underestimates its future value potential. Such mispricing could result from incomplete disclosures by firms of their ESG efforts (due to, for example, proprietary costs or litigation exposure), difficulty in verifying what is disclosed in the absence of independent attestation, and heterogeneity in investor opinion about the value of ESG.6 1b. Materiality of ESG issues Stakeholders can assess firms on a large array of ESG issues. Which of these issues matter most to shareholders interested in maximizing long-run shareholder value? These issues are referred to below as “material” issues. The materiality of ESG issues varies by industry. For example, in the healthcare sector, fuel management is likely a material issue for healthcare distributors (that operate large fleets of trucks and other vehicles) but not for healthcare providers, while access and affordability is likely a material issue for providers but not for distributors. In the financial sector, access and affordability is likely a material issue for consumer finance companies but not for asset management and custody companies. In the technology and communications sector, data security and customer privacy is likely a material issue for software and IT service companies but not for electronics manufacturers. Appendix A presents additional illustrative examples of likely material and immaterial issues across selected industries. The total number of potential ESG issues is large. For example KLD, a leading data source used by Khan et al. (KLD was purchased by MSCI in 2009), rated companies on more than 60 issues. Only some of these issues were likely material for firms in a given industry. As such, the authors hypothesized that discriminating between material and immaterial ESG issues could improve the signal to noise ratio (or purify the alpha signal) in testing for a relation between ESG performance and future stock return performance. The authors needed to classify ESG issues into material and immaterial, by industry. Such a classification had to be systematic and evidence-based. The authors were in a position to provide evidence on their hypothesis using newly available materiality guidance from a non-profit, the Sustainability Accounting Standards Board (SASB). Generally, SASB adopts a shareholder perspective in identifying material issues as those with evidence of widespread investor interest and expected financial (revenue and cost) impact.7 However, the effectiveness of SASB’s identification of material issues had not previously been tested. 1c. Data and Sample The Khan et al. paper describes the data used by the authors, and this is summarized here. The authors obtained data on material issues by industry from SASB, and firm-level ESG performance scores from KLD. The data in the study was for U.S. firms between 1992 and 2013. As of 2014 when the study was initiated, SASB had issued materiality guidance for six out of ten sectors, covering 45 industries. The final sample included 14,388 firm-years (see their Table 1 for more detail). Fig. 2 below shows the sample composition. The outer wheel shows the percent of available ESG data from KLD for which materiality guidance was available from SASB. The inner wheel shows the sector composition of the outer wheel. Fig. 2: The figure depicts the sample composition. The outer wheel shows the percent of KLD data for which materiality guidance was available from SASB. The inner wheel shows the sector composition of the outer wheel. KLD evaluated firms on over 60 ESG issues, and evaluated strengths separately from concerns on each of these issues. It assigned a binary score of 1 or 0 for every firm on its strengths in each ESG issue, and a binary score of 1 or 0 on its concerns. As in prior literature, the authors calculated firm-level ESG scores by subtracting the sum of concerns from the sum of strengths. A negative score for a given firm indicates more concerns than strengths. Continue reading here. More...

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6 Undervalued Stocks With Rising Book Values These companies have grown their book values over the past decade Sarah Ketterer, PRIMECAP Management, Private Capit - 6 Undervalued Stocks With Rising Book Values
The following companies have grown their book values per share (BV/S) over the last 10 years. More...

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7 Stocks With Growing Revenue and Strong Earnings These companies have increased their profitability Ken Fisher, Sarah Ketterer, Joel Greenblatt, Jim S - 7 Stocks With Growing Revenue And Strong Earnings
The following companies have boosted their revenues and earnings over the last several years. More...

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6 Stocks With Strong Book Values These companies have grown their book values over the past decade Jim Simons, Sarah Ketterer, Ken Fisher - 6 Stocks With Strong Book Values
The following companies have grown their book values per share (BV/S) over the last 10 years. More...

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5 Stocks With Rising Book Values These companies have grown their book values over the past decade Jim Simons,Sarah Ketterer,Jeremy Grantham,Joel Gre - 5 Stocks With Rising Book Values
The following companies have grown their book values per share (BV/S) over the last 10 years. More...

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Sarah Ketterer Gains 6 New Stocks in 2nd Quarter Guru invests in technology, energy, utilities and basic materials Sarah Ketterer,Lee Ainslie,Paul Tudor Jones,Jim Si - Sarah Ketterer Gains 6 New Stocks In 2nd Quarter
Causeway Capital Management co-founder Sarah Ketterer (Trades, Portfolio) gained six new holdings during the second quarter: Sabre Corp. (NASDAQ:SABR), Arch Coal Inc. (NYSE:ARCH), JD.com Inc. (NASDAQ:JD), BP PLC (NYSE:BP), BHP Billiton PLC (NYSE:BBL) and Just Energy Group Inc. (NYSE:JE). More...

KETTERER, BUYS, CAUSEWAY, 2Q


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Ken Fisher Invests in French, Japanese, Brazilian Companies in 2nd Quarter Guru’s 5 largest new holdings Ken Fisher,Sarah Ketterer,Jim Simons,Ken Heebner,C - Ken Fisher Invests In French, Japanese, Brazilian Companies In 2nd Quarter
Fisher Asset Management founder Ken Fisher (Trades, Portfolio) gained 95 new holdings in the second quarter. His top five new purchases were Sumitomo Mitsui Financial Group Inc. (NYSE:SMFG), Vinci SA (VCISY), Schneider Electric SE (SBGSY), Bank Bradesco SA (NYSE:BBD) and Mitsubishi Electric Corp. (MIELY). More...

FISHER, BUYS, 2Q, 2017, FRANCE, BRAZIL, JAPAN


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Causeway Capital July Newsletter -- A Study in Cyclicals: Energy Stocks and the Causeway Curve Generally, the best value stocks carry the heavy weight of investor skepticism Sarah Ketterer - Causeway Capital July Newsletter -- A Study In Cyclicals: Energy Stocks And The Causeway Curve
Generally, the best value stocks carry the heavy weight of investor skepticism. Perhaps nowhere is this burden more evident today than in the global energy sector. Energy companies exhibit cyclicality in their revenue growth and earnings, traits that investors have shunned in recent years in favor of steady, reliable growth. Relative to high-flying information technology sector stocks, including semiconductor and semiconductor equipment manufacturers, the recent performance of energy equities looks particularly abysmal. As an aside, we caution that the last time markets ignored the cyclicality of technology was in the late 1990s. More...

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Gurus Seek Value in Technology Companies Companies with low price-sales valuations offer good value potential Warren Buffett, Sarah Ketterer, Tweedy Browne, Jer - Gurus Seek Value In Technology Companies
The Top 25 Historical Low Price-Sales model portfolio outperformed the Standard & Poor’s 500 index in four of the past six years. As of June 1, the portfolio had a cumulative gain of 125.73% since its inception on Dec. 30, 2009. Three technology companies, Baidu Inc. (NASDAQ:BIDU), Infosys Ltd. (NYSE:INFY) and Qualcomm Inc. (NASDAQ:QCOM), have generated positive returns to the model portfolio over the past two years. Several gurus have increased their positions as these companies offer good value potential. More...

WARREN BUFFETT, SARAH KETTERER, TWEEDY BROWNE, JEREMY GRANTHAM, DANIEL LOEB, SETH KLARMAN, DONALD YACKTMAN


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Sarah Ketterer Gains 4 Stocks in 1st Quarter Guru releases quarterly portfolio Sarah Ketterer,Andreas Halvorsen,First Eagle Inves - Sarah Ketterer Gains 4 Stocks In 1st Quarter
Causeway Capital Management’s Sarah Ketterer (Trades, Portfolio) gained four new stocks in the first quarter. They are Canadian Pacific Railway Ltd. (NYSE:CP), Flowserve Corp. (NYSE:FLS), Companhia de Saneamento Basico do Estado de Sao Paulo (NYSE:SBS) and SodaStream International Ltd. (NASDAQ:SODA). More...

CAUSEWAY, KETTERER, 1Q, BUYS, TRADES


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Causeway Capital: Europe and the UK – Politics and Market Impact A missive from Sarah Ketterer's fund Sarah Ketterer - Causeway Capital: Europe And The UK – Politics And Market Impact
In the aftermath of last summer’s post-Brexit market turmoil, investors have every right to be nervous about the emergence of a demagogue or the outbreak of extreme nationalism in the 2017-2018 European elections. An acrimonious, and for the UK, a trade-damaging Brexit also looms on the horizon. Although we believe that the Euro zone and the European Union (“EU”) have less disintegration risk today than in the 2011 European banking crisis, we (nor anyone else) can completely dismiss the possibility. As for Brexit, although it seems economically irrational, we admit that there is a greater-than- zero probability of a failure of trade talks and UK isolationism. Utilizing our network of company managements, regulators, consultants, pollsters and academics, where possible, Causeway fundamental research weighs the likely electoral outcomes, and incorporates this risk in our assessment of equity returns. Specifically regarding Europe and the UK, we expect that rationality will prevail. Many politicians have their own reelection as a primary goal, and voters cast ballots for prosperity, not poverty. We have confidence in our forecasts of economic outcomes, but have no insight into More...

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Causeway’s 2017 Client Conference Highlight: The Hitchhiker’s Guide to the Value Cycle An excerpt from the conference of Sarah Ketterer's firm Causeway Sarah Ketterer - Causeway’s 2017 Client Conference Highlight: The Hitchhiker’s Guide To The Value Cycle
In early March, 130 of our clients, consultants, advisors, academics, and Causeway professionals gathered in Laguna Beach, California for our second biennial conference, Causeway Convergence: Dynamic Value. Against the backdrop of the magnificent Pacific Ocean, the Causeway research team analyzed the shifting tides of equity markets. Conference guests exchanged ideas on issues impacting their professions and their constituents. We looked ahead, as guest speakers Barclays’ CEO Jes Staley, technology entrepreneur Peter Diamandis, and economist Austan Goolsbee articulated their visions for how current policies and innovation would interact to shape the coming years. More...

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Causeway International Value Buys AstraZeneca, Gildan Fund invests in biopharmaceuticals, apparel in 4th quarter Sarah Ketterer,Causeway International Value,Vangua - Causeway International Value Buys AstraZeneca, Gildan
Sarah Ketterer (Trades, Portfolio)’s Causeway International Value (Trades, Portfolio) added two holdings to its portfolio during the fourth quarter. They are AstraZeneca PLC (LSE:AZN) and Gildan Activewear Inc. (TSX:GIL). More...

CAUSEWAY, KETTERER, GILDAN, ASTRAZENECA,BUY, 4Q


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Causeway Capital Newsletter: The Big Impact of International Small Caps 'We believe that small caps offer meaningful diversification benefits with the potential to reduce, not increase, portfolio volatility.' Sarah Ketterer - Causeway Capital Newsletter: The Big Impact Of International Small Caps
Smaller capitalization stocks, or “small caps,” have a fairly consistent record of outperforming larger stocks over the last several decades. But many institutional and retail investors have minor exposure to the asset class, especially to international small caps. Some view the asset class as unimportant, having only a marginal impact on returns and not worth the extra effort to examine. Others view small caps as too risky, with smaller companies typically exhibiting much higher volatility than their larger peers. We argue that the decision to avoid smaller stocks may have potentially significant ramifications for a broad equity portfolio, both in terms of return and risk. We believe that small caps offer meaningful diversification benefits with the potential to reduce, not increase, portfolio volatility. Finally, the highly idiosyncratic nature of small caps and the significant valuation dispersion observed make strong arguments for an actively managed approach. More...

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Wells Fargo Misses 4th Quarter Earnings Expectations Company loses $592 million in net hedging ineffectiveness Warren Buffett,Sarah Ketterer,Arnold Van Den Berg - Wells Fargo Misses 4th Quarter Earnings Expectations
Wells Fargo & Co. (NYSE:WFC) reported net income of $5.3 billion and diluted earnings per share of 96 cents during fourth-quarter 2016. These values slightly underperform comparable figures during fourth-quarter 2015. Heavy losses in the company’s net hedging ineffectiveness contributed to weaker earnings performance. More...

WARREN BUFFETT, SARAH KETTERER, ARNOLD VAN DEN BERG


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Step Change: India - Causeway Capital Commentary Interview with analyst from Sarah Ketterer's fund Sarah Ketterer - Step Change: India - Causeway Capital Commentary
There is no easy way to reach India from Los Angeles. Transiting through Hong Kong, it takes a full 24 hours, several meals and almost 10,000 total flight miles to land in Mumbai. Despite the distance, Causeway’s fundamental analysts and portfolio managers have put this populous country on our radar. Unsurprisingly, India’s demographic bulge of young consumers reportedly wants to buy smart phones, cars and homes, and their spending power rises annually. India’s real gross domestic product (GDP) growth of 7.3% for 2016 tops the charts of major countries, including China. Political and economic advances—such as the country’s recent demonetization to encourage a shift from a cash to digital economy—should herald (taxable) growth. It seems likely that rising tax revenues will fund more essential infrastructure to facilitate economic expansion, creating a potential virtuous cycle for investors and lenders. We have invested in India’s stock market since 2007 in our quantitative emerging markets strategy. We believe we have been successful, and continually strive to improve upon those successes. As Causeway’s fundamental investment research extends its reach into all the More...

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Sarah Ketterer's Best-Performing Assets of 2016 Guru's holdings with the highest returns Sarah Ketterer - Sarah Ketterer's Best-Performing Assets Of 2016
Sarah Ketterer (Trades, Portfolio) is the chief executive officer of Causeway International. The following are the best performers of her investments. More...

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The Berkshire Hathaway of Jewelry Bear market withstanding, this stock could double in 3 to 5 years Steven Cohen, Sarah Ketterer - The Berkshire Hathaway Of Jewelry
The Holiday season means jewelry is given as a gift to many people around the world. Signet Jewelers (NYSE:SIG) is the the world’s largest retailer of specialty jewelry with brands like Kay, Zales, Jared, Pagoda and others. They operate more than 3,500 stores in the U.S., U.K. and Canada. More...

JEWELRY, RETAIL,


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Causeway International Value’s Top 3 New Holdings The fund invested in a wide variety of industries, countries in the 3rd quarter Causeway International Value,Sarah Ketterer,Bernar - Causeway International Value’s Top 3 New Holdings
Sarah Ketterer (Trades, Portfolio)’s Causeway International Value (Trades, Portfolio) Fund acquired seven new holdings in the third quarter. The top three new positions are Basf SE (XTER:BAS), Encana Corp. (TSX:ECA) and ABB Ltd. (XSWX:ABBN). More...

INTERNATIONAL, VALUE, CAUSEWAY, KETTERER,BUYS, 3Q


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Sarah Ketterer’s Top 4 New Holdings The guru invested in a variety of industries in the 3rd quarter Sarah Ketterer,Jana Partners,Steven Cohen - Sarah Ketterer’s Top 4 New Holdings
Causeway Capital Management’s Sarah Ketterer (Trades, Portfolio) acquired 13 new holdings in the third quarter. Her top four new holdings are CSX Corp. (NASDAQ:CSX), CSRA Inc. (NYSE:CSRA), Signet Jewelers (NYSE:SIG) and VeriFone Systems Inc. (NYSE:PAY). More...

KETTERER, CONTRARIAN, BUYS, CAUSEWAY, Q3


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