MARKET INSIGHTS | INVESTING INSIGHTS | 06.23.2026

#128 - Sarah Ketterer: Temporary Setbacks, Durable Businesses

Sarah is co founder, CEO, and portfolio manager at Causeway Capital Management, which she helped launch in 2001 and now manages approximately $68B in assets (as of 3/31/26). She explains how she invests in companies facing temporary setbacks, why underwriting earnings power two years out may matter more than near term results, and how thinking past the trough helps identify durable businesses before the recovery becomes obvious.