Sarah Ketterer: 'Forget Value, Think Valuation'

<p><p>Our guest this week is Sarah Ketterer. She is CEO and fundamental portfolio manager at Causeway Capital Management, the firm she co-founded in 2001. In her role, she is responsible for overseeing investment research across all sectors and is a member of the firm's operating committee. As a part of her duties, Ketterer manages Causeway's flagship international value strategy, including the Causeway International Value fund, which she has run since its 2001 inception. Prior to founding Causeway, she was a senior leader and portfolio manager at Hotchkis & Wiley. She earned her bachelor's degree in economics and political science from Stanford University and an MBA from the Tuck School, Dartmouth College.</p></p><p><p><strong>Background </strong></p></p><p><p><a href="https://cameronhuddleston.com/about-cameron/" target="_blank"></a></p></p><p><p><a href="https://www.causewaycap.com/person/sarah-h-ketterer/">Bio</a></p></p><p><p><a href="https://www.causewaycap.com/">Causeway</a></p></p><p><p><a href="https://www.girlswhoinvest.org/">Girls Who Invest</a></p></p><p><p><a href="https://100women.org/">100 Women in Finance</a></p></p><p><p><a href="https://wiiin.org/">Women in Institutional Investments Network</a></p></p><p><p><a href="https://www.businesswire.com/news/home/20180124005985/en/Causeway-International-Value-Fund-Investment-Team-Named-Morningstars-2017-International-Stock-Fund-Manager-of-the-Year">Causeway International Value Fund Investment Team Named Morningstar’s 2017 International-Stock Fund Manager of the Year</a></p></p><p><p><strong>Investment Approach</strong></p></p><p><p>“<a href="https://www.morningstar.com/funds/xnas/civix/analysis">A Topnotch Foreign Large-Value Vehicle for the Long Haul</a>,” by William Samuel Rocco, Morningstar.com, Nov. 8, 2021.</p></p><p><p>“<a href="https://www.familywealthreport.com/article.php?id=194620#.YxI1_HbMKUk">Growth and Value Equity Opportunities: Morningstar Investment Conference</a>,” by Charles Paikert, familywealthreport.com, May 23, 2022.</p></p><p><p>“<