Calls
4
Sarah Ketterer
CEO and Fundamental Portfolio Manager, Causeway Capital Management
Win Rate
50.0%
return
+4.0%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 15
$37.45
+24.4%
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
-10.8%
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
+7.1%
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
-4.7%
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 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: SAP, CCL, BAH.
