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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
3128
$49.18B
29.52%
Latest2025Q3
Top BuysADRO (ID)
Top SellsLGEN (GB)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Banking Services
Pharmaceuticals
Semiconductors & Semiconductor Equipment
Software & IT Services
Beverages
Machinery, Tools, Heavy Vehicles, Trains & Ships
Insurance
Oil & Gas
Hotels & Entertainment Services
Computers, Phones & Household Electronics
Healthcare Equipment & Supplies
Other

Holdings

2026Q1
2026Q1
2025Q4
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
2.97%
-763.07K
$1.46B
$1.55B
7.86M
Pharmaceuticals
2026-03-31
2.62%
-9.22M
$1.29B
$1.11B
52.52M
Banking Services
2026-03-31
2.22%
+2.86M
$1.09B
$1.01B
38.96M
Hotels & Entertainment Services
2026-03-31
2.09%
-1.30M
$1.03B
$1.16B
24.73M
Oil & Gas
2026-03-31
5
Samsung Electronics Ord Shs (KR)
005930
1.91%
-176.45K
$938.75M
--
3.13K
Computers, Phones & Household Electronics
2026-03-31
1.61%
-26.91K
$794.01M
$783.00M
9.26M
Multiline Utilities
2026-03-31
7
Rolls Royce Holdings ADR (US)
RYCEY
1.44%
-24.62M
$708.53M
--
40.88M
Aerospace & Defense
2026-03-02
8
Renesas Electronics Ord Shs (JP)
6723
1.43%
-18.90K
$702.85M
--
163.23K
Semiconductors & Semiconductor Equipment
2026-03-31
9
Canadian Pacific Kansas City Ord Shs (CA)
CP
1.41%
-3.80M
$691.73M
$431.02M
5.48M
Freight & Logistics Services
2026-03-31
1.34%
+2.79M
$659.84M
$567.53M
7.62M
Beverages
2026-03-31
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