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Sarah Ketterer

Causeway Capital Management LLC

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.

Shares Held
Asset Size
% Top 10
2873
$39.52B
32.34%
Latest2025Q3
Top BuysBMRI (ID)
Top SellsLGEN (GB)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Banking Services
Aerospace & Defense
Pharmaceuticals
Software & IT Services
Machinery, Tools, Heavy Vehicles, Trains & Ships
Semiconductors & Semiconductor Equipment
Insurance
Specialty Retailers
Beverages
Personal & Household Products & Services
Hotels & Entertainment Services
Other

Holdings

2025Q3
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Rolls-Royce Holdings Ord Shs (GB)
RR
9.95%
0.00
$3.93B
$1.80B
420.19M
Aerospace & Defense
2025-02-27
Reckitt Benckiser Group Ord Shs (GB)
RKT
3.19%
-2.46M
$1.26B
$302.31M
15.60M
Personal & Household Products & Services
2025-11-30
Barclays Ord Shs (GB)
BARC
2.95%
-39.40M
$1.17B
--
217.72M
Banking Services
2025-10-22
4
Kering Ord Shs (FR)
PRTP
2.88%
-169.65K
$1.14B
--
3.22M
Specialty Retailers
2025-12-31
5
Alstom Ord Shs (FR)
ALSO
2.58%
0.00
$1.02B
--
46.12M
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-03-31
6
Canadian Pacific Kansas City Ord Shs (CA)
CP
2.55%
-1.16M
$1.01B
$1.01B
13.52M
Freight & Logistics Services
2025-09-30
2.33%
+2.78M
$922.58M
$922.58M
31.91M
Hotels & Entertainment Services
2025-09-30
8
Astrazeneca Ord Shs (GB)
AZN
2.22%
+117.43K
$876.91M
$447.62M
5.83M
Pharmaceuticals
2025-09-01
9
Samsung Electronics Ord Shs (KR)
005930
1.86%
-4.06M
$735.48M
--
8.82M
Computers, Phones & Household Electronics
2025-12-31
10
Renesas Electronics Ord Shs (JP)
6723
1.84%
+4.20M
$726.29M
--
52.96M
Semiconductors & Semiconductor Equipment
2025-12-31
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