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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
2900
$41.55B
31.79%
Latest2025Q3
Top BuysLTM (CL)
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
Machinery, Tools, Heavy Vehicles, Trains & Ships
Semiconductors & Semiconductor Equipment
Software & IT Services
Beverages
Insurance
Specialty Retailers
Hotels & Entertainment Services
Personal & Household Products & 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
Watchlist
Rolls-Royce Holdings Ord Shs (GB)
RR
9.46%
0.00
$3.93B
$1.80B
420.19M
Aerospace & Defense
2025-02-27
Barclays Ord Shs (GB)
BARC
3.11%
-24.91M
$1.29B
--
192.81M
Banking Services
2026-01-21
Reckitt Benckiser Group Ord Shs (GB)
RKT
3.03%
-2.46M
$1.26B
$302.31M
15.60M
Personal & Household Products & Services
2025-11-30
2.50%
+2.03M
$1.04B
$981.34M
33.94M
Hotels & Entertainment Services
2025-12-31
5
Kering Ord Shs (FR)
PRTP
2.45%
0.00
$1.02B
--
3.22M
Specialty Retailers
2026-01-31
6
Alstom Ord Shs (FR)
ALSO
2.45%
0.00
$1.02B
--
46.12M
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-03-31
7
Samsung Electronics Ord Shs (KR)
005930
2.30%
-188.57K
$955.50M
--
8.63M
Computers, Phones & Household Electronics
2026-01-31
8
Canadian Pacific Kansas City Ord Shs (CA)
CP
2.23%
-926.07K
$927.50M
$938.34M
12.60M
Freight & Logistics Services
2025-12-31
9
Renesas Electronics Ord Shs (JP)
6723
2.14%
0.00
$891.12M
--
52.96M
Semiconductors & Semiconductor Equipment
2026-01-31
10
Astrazeneca Ord Shs (GB)
AZN
2.11%
+117.43K
$876.91M
$447.62M
5.83M
Pharmaceuticals
2025-09-01
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