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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
2860
$35.60B
34.54%
Latest2025Q2
Top BuysDBKGn (DE)
Top SellsSIRI_f (TH)

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
Insurance
Semiconductors & Semiconductor Equipment
Specialty Retailers
Personal & Household Products & Services
Beverages
Freight & Logistics Services
Other

Holdings

2025Q2
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
11.04%
0.00
$3.93B
$819.37M
420.19M
Aerospace & Defense
2025-02-27
Reckitt Benckiser Group Ord Shs (GB)
RKT
3.62%
+74.32K
$1.29B
$269.31M
18.99M
Personal & Household Products & Services
2025-06-02
Barclays Ord Shs (GB)
BARC
3.55%
-28.46M
$1.27B
--
318.09M
Banking Services
2025-04-22
4
Canadian Pacific Kansas City Ord Shs (CA)
CP
3.28%
-2.53M
$1.17B
$1.16B
14.68M
Freight & Logistics Services
2025-06-30
5
Alstom Ord Shs (FR)
ALSO
2.86%
0.00
$1.02B
--
46.12M
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-03-31
2.30%
+2.56M
$819.08M
$819.08M
29.13M
Hotels & Entertainment Services
2025-06-30
7
Kering Ord Shs (FR)
PRTP
2.05%
+355.62K
$729.65M
--
3.37M
Specialty Retailers
2025-06-30
8
Astrazeneca Ord Shs (GB)
AZN
2.03%
+1.12M
$724.12M
$347.53M
4.97M
Pharmaceuticals
2025-03-25
9
Samsung Electronics Ord Shs (KR)
005930
1.95%
+698.44K
$695.27M
--
15.86M
Computers, Phones & Household Electronics
2025-06-30
10
Prudential plc Ord Shs (GB)
PRU
1.85%
-20.45M
$657.82M
$5.64B
52.49M
Insurance
2025-06-09
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