Calls
7
#654
Alpha Score 48.8
Sarah Ketterer
CEO and Fundamental Portfolio Manager, Causeway Capital Management
Win Rate
57.1%
return
+2.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 05
$282.25
-12.8%
European luxury stocks LVMH and Kering are trading near historic low valuations while undergoing operational restructuring; a strong wealth effect from rising markets supports high-end consumer spending, making them compelling buys.
Retail & Mobility
Long
Aug 05
$479.35
-7.2%
European luxury stocks LVMH and Kering are trading near historic low valuations while undergoing operational restructuring; a strong wealth effect from rising markets supports high-end consumer spending, making them compelling buys.
Other
Long
Aug 05
$109.52
+4.9%
Pharmaceuticals are an underappreciated AI beneficiary with yield and strong balance sheets, offering a defensive play at a time when AI-driven drug discovery could compress development timelines and enhance productivity significantly.
Thematic ETFs
Long
May 15
$37.45
+8.7%
Sarah Ketterer recommends Alaska Air as one of the best-run U.S. airlines, trading at a low multiple and poised to recover as travel demand remains strong. She sees it as a value shelter in a concentrated market.
Airlines
Long
May 15
$72.81
+3.5%
Sarah Ketterer recommends Booz Allen Hamilton as a decades-old U.S. defense contractor benefiting from sustained military and intelligence spending. It trades at a low multiple and is likely to be a big performer as growth returns.
Defense
Long
May 15
$24.85
-6.2%
Sarah Ketterer recommends Carnival as an incredible business where people continue to cruise even with higher prices. She sees it as a value opportunity with low multiples and resilient demand.
Gaming & Leisure
Long
May 15
$168.07
+26.2%
Sarah Ketterer highlights SAP as a 'victim' of the SaaS selloff but notes it is deeply embedded in global enterprises, moving rapidly into AI with its own agentic layer. She considers it a compelling value opportunity in international equities.
AI Software
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Sarah Ketterer has 7 trade ideas tracked on Buzzberg across 7 tickers since May 2026. Ranked #654 on the Buzzberg Alpha leaderboard. Most covered: SAP, CCL, BAH.
