Sarah Ketterer: 'Forget Value, Think Valuation'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 6 September 2022

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

The manager of Causeway International Value Fund discusses women in investing, value traps, whether active management has gotten tougher, and more.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.6	Hi, and welcome to the Longview. I'm Jeff Battack, Chief Ratings Officer for Morningstar Research
0:37.1	Services. And I'm Christine Ben's Chief Ratings Officer for Morningstar Research Services.
0:38.4	And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:42.9	Our guest this week is Sarah Ketterer. Sarah is CEO and Fundamental Portfolio Manager at Causeway Capital Management, the firm she co-founded in 2001.
0:52.7	In her role, Sarah is responsible for overseeing investment research
0:56.0	across all sectors and is a member of the firm's operating committee. As part of her duties,
1:01.3	Sarah manages Causeway's flagship international value strategy, including the Causeway International
1:06.9	Value Fund, which she has run since its 2001 Inception. Prior to founding Causeway,
1:13.0	Sarah was a senior leader and portfolio manager at Hotchkiss and Wiley. She earned her bachelor's
1:18.5	degree in economics and political science from Stanford University and an MBA from the Tuck
1:23.7	School, Dartmouth College. Sarah, welcome to the Longview.
1:29.6	Thanks for inviting me.
1:31.0	Well, it's our pleasure.
1:32.4	Thanks again for being here.
1:34.7	So I wanted to start up big picture.
1:38.0	Regrettably, you're a rarity in the fun world,
	...

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