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Sarah Ketterer13F | |
| CAUSEWAY CAPITAL MANAGEMENT LLC | |
| Last update 2024-08-13 | 90 Stocks (11 new) |
| Value $3.67 Bil | Turnover 14 % |
| Portfolio Report | |
Sarah Ketterer Profile
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.
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.
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.
Sarah Ketterer Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CP | Canadian Pacific Kansas City Ltd | 8,018,251 | 631325.680 | +18.65% | 17.210 | +2.71% | 0.860 | -0.04% | -2.07% | 71866.896 | Transportation | |
RYAAY | Ryanair Holdings PLC | 5,494,388 | 255906.640 | -19.63% | 6.980 | -2.04% | 0.990 | +11.99% | -13.26% | 24732.058 | Transportation | |
BBD | Bank Bradesco SA | 50,757,586 | 113696.990 | +12.05% | 3.100 | +0.33% | 0.480 | -12.31% | -29.88% | 24504.688 | Banks | |
PDD | PDD Holdings Inc | 744,603 | 98994.970 | +9.12% | 2.700 | +0.23% | 0.050 | -20.41% | -22.50% | 158042.026 | Retail - Cyclical | |
DIS | The Walt Disney Co | 986,285 | 97928.200 | +19.86% | 2.670 | +0.44% | 0.050 | +17.31% | +12.19% | 183154.190 | Media - Diversified | |
GOOG | Alphabet Inc | 488,348 | 89572.790 | -37.13% | 2.440 | -1.15% | 0.000 | +11.82% | +30.23% | 2233226.439 | Interactive Media | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 505,772 | 87908.230 | +3.39% | 2.400 | +0.08% | 0.010 | +14.62% | +86.06% | 994534.562 | Semiconductors | |
META | Meta Platforms Inc | 151,509 | 76393.900 | +25.53% | 2.080 | +0.42% | 0.010 | +13.31% | +65.51% | 1476371.385 | Interactive Media | |
C | Citigroup Inc | 1,165,413 | 73957.050 | -8.30% | 2.020 | -0.17% | 0.060 | +20.61% | +39.42% | 130535.096 | Banks | |
PCG | PG&E Corp | 4,224,459 | 73759.020 | -1.52% | 2.010 | -0.03% | 0.160 | +16.71% | +18.14% | 55417.962 | Utilities - Regulated |
Sarah Ketterer's Historical Top Holdings Breakdowns
Sarah Ketterer's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CP | Canadian Pacific Kansas City Ltd | 2024-06-30 | Add | +2.71% | 76.19 ($81.38) 89.24 | $76.89 | -5.52% | Add 18.65% | 8,018,251 | 1,260,413 | |
RYAAY | Ryanair Holdings PLC | 2024-06-30 | Reduce | -2.04% | 45.06 ($52) 59.43 | $45.46 | -12.58% | Reduce -19.63% | 5,494,388 | -536,710 | |
CTSH | Cognizant Technology Solutions Corp | 2024-06-30 | New Buy | +1.66% | 64.26 ($67.8) 71.84 | $81.74 | 20.56% | New holding | 893,875 | 893,875 | |
PFE | Pfizer Inc | 2024-06-30 | New Buy | +1.53% | 25.26 ($27.53) 29.6 | $26.19 | -4.87% | New holding | 2,003,659 | 2,003,659 | |
TSN | Tyson Foods Inc | 2024-06-30 | Sold Out | -1.43% | 53.86 ($58.46) 62.02 | $62.66 | 7.18% | Sold Out | 0 | -927,806 | |
TRMB | Trimble Inc | 2024-06-30 | Sold Out | -1.39% | 54 ($57.72) 63.17 | $72.81 | 26.14% | Sold Out | 0 | -824,877 | |
GOOG | Alphabet Inc | 2024-06-30 | Reduce | -1.15% | 151.94 ($170.1) 186.86 | $183.33 | 7.78% | Reduce -37.13% | 488,348 | -288,415 | |
PBR.A | Petroleo Brasileiro SA Petrobras | 2024-06-30 | Reduce | -1.07% | 12.87 ($14.86) 16.42 | $12.76 | -14.13% | Reduce -41.38% | 3,891,121 | -2,747,305 | |
ABBV | AbbVie Inc | 2024-06-30 | Sold Out | -1.02% | 154.79 ($165.65) 180.76 | $171.09 | 3.28% | Sold Out | 0 | -213,613 | |
CHKP | Check Point Software Technologies Ltd | 2024-06-30 | New Buy | +0.97% | 146.79 ($155.87) 165 | $177.81 | 14.08% | New holding | 215,009 | 215,009 |
Sarah Ketterer Total Holding History ($B)
Sarah Ketterer's Asset Allocation
Sarah Ketterer Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sarah Ketterer's Hypothetical Growth since 2024-06-30
Sarah Ketterer's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sarah Ketterer's Holdings Heat Map
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Sarah Ketterer's Holdings Bubble Chart
Sarah Ketterer News
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