Sarah Ketterer
Chief Executive Officer of Causeway Capital Management, which manages over $55 billion in assets. She co-founded Causeway Capital Management in 2001 and has decades of experience managing international and global value portfolios.
Top 3 podcasts with Sarah Ketterer
Ranked by the Snipd community
29 snips
May 16, 2025 • 37min
The Fiscal Shift That Means You Must Own Europe
Sarah Ketterer, CEO of Causeway Capital Management, leads a firm managing over $55 billion and is a seasoned veteran in global investing. She discusses the shift in focus from the U.S. market to opportunities in Europe, Japan, and South Korea. Ketterer highlights the rationality of value investing in the face of market volatility and changing interest rates. She also delves into undervalued assets in South Korea, particularly in tech and commodities, and contrasts the appeal of Bitcoin with gold in the evolving investment landscape.
Sep 23, 2023 • 34min
Bloomberg Wall Street Week - September 22nd, 2023
Guests including Peter Kraus, Sarah Ketterer, and Lawrence H. Summers discuss topics such as the Fed's plan to raise rates, investing in alternatives, the UAW strike resolution, and the caution the Fed should exercise. The podcast covers a range of topics from the car industry to interest rates and explores the future of manufacturing and the power shift between labor and capital.
Jul 12, 2025 • 26min
Europe Is on a Tear, Values Abound & Top Manager Sarah Ketterer Is Investing
Sarah Ketterer, CEO of Causeway Capital Management, delves into the emerging investment opportunities in Europe. She discusses how U.S. trade policies are unexpectedly fostering growth in Europe, particularly in Germany and the pharmaceutical sector. Ketterer highlights the rising defense budgets that signal an optimistic financial landscape. She also emphasizes the importance of disciplined diversification in investment strategies, providing insights on managing risks effectively while steering clear of over-diversification pitfalls.
