Tag: episode_1902

TOP GLOBAL VALUE MANAGER SARAH KETTERER IDENTIFIES SOME “OUTSTANDING” BEAR MARKET OPPORTUNITIES

July 8, 2022

Beauty is in the eye of the beholder, and it turns out the difference between a growth and value stock is too, with price as a key determinant. 

Some of the darlings of last year and much of the prior decade have recently been rebalanced from growth to value by a major index provider. Such is the power of a bear market!

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KETTERER: SYSTEMATIC ESG OUTPERFORMANCE

July 8, 2022

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.   

Watch the related WEALTHTRACK episode.

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