Sarah Ketterer: 'Forget Value, Think Valuation'

1

Introduction

00:00 • 3min

2

What's the Most Critical Aspect of Causeway?

02:33 • 3min

3

Quantitative Techniques - The Most Important Criteria for Quant Credibility

05:06 • 2min

4

Is Women Underrepresented in the Investment Management Industry?

06:57 • 2min

5

Do You Have a Two Year Price Target?

08:55 • 3min

6

The Importance of Firm Structure and Culture to Investment Decision Making

12:22 • 3min

7

The Risk Model Isn't Strangling Stock Selection

15:08 • 3min

8

Investing in Emerging Markets

17:44 • 2min

9

Rail Transport Supplier All Stem - What Kind of Questions Are You Asking Management Teams?

20:03 • 3min

10

Is the Fed Really Committing to Lowering Inflation?

23:03 • 3min

11

Is Inflation a Thornier Problem?

25:59 • 2min

12

Are You a Value Investor?

27:45 • 4min

13

Is There a Trade-Off Between Specialization and Relativivism?

31:37 • 5min

14

Turnarounds

36:15 • 3min

15

Portfolio Construction and Maintenance

39:45 • 5min

16

Is Your Portfolio Looking Richer Than It Used to Be?

44:51 • 3min

17

Is the Private Sector the Source of Prosperity for China?

47:56 • 2min

18

The Value Segment Isn't as Competitive as the Overall Markets

50:24 • 2min

19

Morningstar Research Services LLC

52:09 • 2min