We are in a new era of investing says award-winning global value manager Sarah Ketterer. She describes Causeway Capital’s emphasis on defensive, less economically sensitive companies short term while having a buy list of cyclical recovery companies to buy when recession hits.
Sarah Ketterer
KETTERER: INTERNATIONAL VALUE
Highly-rated global investor, Sarah Ketterer, Portfolio Manager of Causeway International Value Fund explains why there is still plenty of value to be found in overseas markets.
