At the London Value Investor Conference 2025, Sarah Ketterer of Causeway Capital Management spoke on the Deep Research, Decisive Action panel, where she outlined her firm’s global value investing strategy and presented four high-conviction ideas, emphasizing strong management and valuation-driven opportunities.
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2025 London Value Investor Conference - Sarah Ketterer
We are a global asset manager based in the US with 57 billion under management with 106 employees. Based in LA.
In terms of style she notes:
The fundamental group and the quantitative group converge at Causeway, and it makes for great risk control for fundamental and for quantitative, it makes for idea generation and further risk control. So the two belong together.
I will talk about four stocks.
