Causeway Capital Management LLC

Sarah Ketterer

Sarah Ketterer is the chief executive officer at Causeway, fundamental portfolio manager, and is responsible for investment research across all sectors. She co-founded the firm in June 2001 and is a member of the operating committee. From 1996 to 2001, Ketterer worked for the Hotchkis & 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. From 1990 to 1996, Ketterer was a portfolio manager at Hotchkis & Wiley, where she founded the International Equity product. Ketterer earned a BA in economics and political science from Stanford University and an MBA from the Tuck School, Dartmouth College. She is currently a member of the Stanford University Board of Trustees, a board member of the Los Angeles World Affairs Council and Town Hall, chair of the investment committee for the Music Center Foundation, and serves on the Girls Who Invest President’s Council.

Holdings MV

14.00B

Last Updated

2026-01-12

Total Holdings

Tracker Performance

Causeway Capital Management LLC

S&P 500

Total Return

+16.21%

Annualized Return

+30.06%

1 Day Change

+0.67%

Sharpe Ratio

1.71

Trade Updates

2026-01-12

Ticker

Name

01/12

Buy

5.23%

Fill Price --

5.26%

Ticker

Name

01/12

Buy

10.80%

Fill Price --

10.91%

Ticker

Name

01/12

Buy

12.78%

Fill Price --

12.91%

Ticker

Name

01/12

Buy

5.50%

Fill Price --

5.61%

Ticker

Name

01/12

Sell

2.64%

Fill Price --

2.53%

Ticker

Name

01/12

Sell

2.57%

Fill Price --

2.40%

Ticker

Name

01/12

Buy

8.15%

Fill Price --

8.49%

Ticker

Name

01/12

Sell

6.97%

Fill Price --

6.80%

Ticker

Name

01/12

Buy

3.63%

Fill Price --

3.82%

Ticker

Name

01/12

Sell

6.45%

Fill Price --

6.43%

Ticker

Name

01/12

Buy

2.42%

Fill Price --

2.45%

Ticker

Name

01/12

Buy

5.21%

Fill Price --

5.28%

Ticker

Name

01/12

Buy

0.00%

Fill Price --

2.45%

Ticker

Name

01/12

Buy

2.97%

Fill Price --

3.00%

Ticker

Name

01/12

Buy

3.27%

Fill Price --

3.43%

Ticker

Name

01/12

Sell

5.06%

Fill Price --

4.95%

Ticker

Name

01/12

Buy

2.79%

Fill Price --

2.94%

Ticker

Name

01/12

Sell

2.34%

Fill Price --

0.00%

Ticker

Name

01/12

Buy

2.97%

Fill Price --

3.00%

Ticker

Name

01/12

Sell

3.49%

Fill Price --

2.59%

Current Holdings

Medical Biology

30.77%

Banks

23.54%

Leisure Services

7.72%

Transportation

6.96%

Food & Beverages

6.43%

Mining

5.96%

Utilities

5.45%

Computer

5.42%

Non-Ferrous Metals

5.18%

Non-Bank Financials

4.97%

Other

2.67%

Electronics

2.59%

Internet & Media

0.00%

Steel

0.00%

Manufacturing

0.00%

Commerce

0.00%

Symbol

P&L %

Position Size

Ticker

Name

+229.18%

4.71%

Ticker

Name

+125.01%

2.59%

Ticker

Name

+43.34%

13.25%

Ticker

Name

+35.15%

2.47%

Ticker

Name

+28.74%

2.54%

Ticker

Name

+24.80%

4.97%

Ticker

Name

+23.01%

6.24%

Ticker

Name

+13.39%

5.45%

Ticker

Name

+13.24%

10.74%

Ticker

Name

+13.17%

3.42%

Ticker

Name

+9.13%

2.96%

Ticker

Name

+6.63%

2.67%

Ticker

Name

+4.92%

5.18%

Ticker

Name

+4.78%

2.47%

Ticker

Name

+2.04%

5.96%

Ticker

Name

-1.12%

3.11%

Ticker

Name

-7.10%

2.71%

Ticker

Name

-7.86%

7.72%

Ticker

Name

-18.75%

3.89%

Ticker

Name

-24.99%

6.96%

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.

Disclaimer

This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.