Causeway’s Sarah Ketterer and Harry Hartford Named Recipients of 2026 U.S. Morningstar Awards for Investing Excellence

Firm’s Co-Founders Recognized as Outstanding Equity Portfolio Managers

LOS ANGELES--(BUSINESS WIRE)--Causeway Capital Management, an investment management firm specializing in global equity strategies, today announced that Co-Founder and CEO Sarah Ketterer and Co-Founder, President, and Head of Fundamental Research Harry Hartford have been named winners of the 2026 U.S. Morningstar Award for Investing Excellence in the Outstanding Equity Portfolio Manager category.

The recognition highlights their decades-long track record of disciplined, value-oriented investing and their role in building Causeway into a $69 billion global asset manager (as of 3/31/26). It also builds on prior recognition, including their 2017 Morningstar Award for Investing Excellence – International Stock for the Morningstar Gold-rated Causeway International Value Fund (CIVIX).

Ketterer and Hartford have served as portfolio managers of the Causeway International Value Fund since its inception in 2001 and the Gold-rated Causeway Global Value Fund (CGVIX) since 2008. They were early pioneers in integrating fundamental and quantitative research while maintaining a disciplined, contrarian value philosophy with concentrated portfolios and meaningful differentiation from benchmarks.

“We are honored to receive this recognition from Morningstar, which reflects the dedication of the entire Causeway investment team and our long-standing commitment to disciplined, research-driven investing,” said Ketterer. “As Causeway enters its 25th year, our focus remains on rigorous process, prudent stewardship, and delivering strong long-term outcomes for our clients.”

“Since founding Causeway, our focus has been on delivering consistent, risk-adjusted returns for clients across full market cycles,” added Hartford. “This recognition reflects the value of remaining disciplined and differentiated over time.”

The Morningstar Awards for Investing Excellence recognize portfolio managers and asset-management firms that demonstrate excellent investment skill, the courage to differ from the consensus to benefit investors, and an alignment of interests with the strategies’ investors. The Morningstar Awards for Investing Excellence award winners are chosen based on research and in-depth qualitative evaluation by Morningstar’s manager research group. Methodology for the awards is available here.

About Causeway Capital Management
Causeway Capital Management is a majority employee-owned investment management firm specializing in global equity strategies. Founded in 2001 and based in Los Angeles, Causeway manages $69.4 billion in assets, as of March 31, 2026, for institutional clients across the United States, Canada, Australia, Europe, and the Middle East. The firm integrates fundamental and quantitative research to manage global, international, emerging markets, small cap, and systematic equity portfolios. With 110 employees, including 39 investment professionals, Causeway is dedicated to delivering superior returns over full market cycles, while fostering a culture of client focus, employee respect, and collaboration.

For more information, please visit www.causewaycap.com.

Disclosures

Morningstar’s Manager Research Group

Morningstar’s Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. Morningstar Manager Research provides independent, fundamental analysis on managed investment strategies. Morningstar views are expressed in the form of Morningstar Medalist Ratings, which are derived through research of three key pillars—People, Process, and Parent. The Morningstar Medalist Rating is the summary expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. A global research team issues detailed research reports on strategies that span vehicle, asset class, and geography.

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