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.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Pharmaceuticals
Banking Services
Software & IT Services
Freight & Logistics Services
Semiconductors & Semiconductor Equipment
Machinery, Tools, Heavy Vehicles, Trains & Ships
Insurance
Healthcare Equipment & Supplies
Metals & Mining
Passenger Transportation Services
Media & Publishing
Other
Holdings
2026Q2
2026Q2
2026Q1
2025Q1
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
CARNIVAL CORP LTD
12.74%
+41.19M
$1.18B
--
41.19M
--
2026-06-30
4
SMURFIT WESTROCK PLC
7.53%
-526.99K
$695.71M
--
15.04M
--
2026-06-30
6.30%
-2.08M
$581.66M
$579.77M
6.71M
Freight & Logistics Services
2026-06-30
2.75%
+23.58K
$254.09M
$253.41M
532.05K
Semiconductors & Semiconductor Equipment
2026-06-30
1.80%
+680.95K
$166.16M
$166.16M
3.18M
Passenger Transportation Services
2026-06-30
1.73%
+75.63K
$159.79M
$159.22M
2.18M
Machinery, Tools, Heavy Vehicles, Trains & Ships
2026-06-30
1.40%
+179.88K
$129.33M
$129.33M
706.30K
Media & Publishing
2026-06-30
