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.
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KETTERER: SYSTEMATIC ESG OUTPERFORMANCE
Before it was called ESG, Causeway Capital was paying attention to the environmental, social, and governance practices of companies. Co-founder and CEO Sarah Ketterer explains why it’s always been important and how the ESG movement has helped the firm systematize its approach to the benefit of performance.
