Copy Invest | Sonar Terminal

Sarah Ketterer - Causeway Capital Management

803 trades · 696 closed · 107 open · Win rate: 40.6% · Avg return: +27.4% · Median return: 0%

⚠ 4 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
RIO - Rio Tinto Group	Q1 2007	$56.95	Q1 2007	$56.95	+0.00%	Closed	History

RIO - Rio Tinto Group	Q3 2015	$33.82	Q3 2015	$33.82	+0.00%	Closed	History

RIO - Rio Tinto Group	Q1 2020	$45.56	Q1 2020	$45.56	+0.00%	Closed	History

RTR$ - Adr Reuters Group Plc Spon	Q4 2005	$57.14	Q4 2005	$57.14	+0.00%	Closed	History

RTR$ - Rs Group Plc	Q3 2006	$48.64	Q3 2006	$48.64	+0.00%	Closed	History

SBS - Ltd Ad Cia De Sp	Q1 2007	$1.13	Q1 2007	$1.13	+0.00%	Closed	History

SCCO - Southern Copper Corp.	Q3 2015	$24.83	Q3 2015	$24.83	+0.00%	Closed	History

SCZ - iShares MSCI EAFE Small-Cap ETF	Q2 2022	$54.62	Q2 2022	$54.62	+0.00%	Closed	History

SEOAY - Sa Co Stora Enso Oyj Sp	Q1 2007	$17.27	Q1 2007	$17.27	+0.00%	Closed	History

SHG - Shinhan Financial Group Co., Ltd.	Q3 2006	$44.91	Q3 2006	$44.91	+0.00%	Closed	History

SHG - Shinhan Financial Group Co., Ltd.	Q1 2007	$56.94	Q1 2007	$56.94	+0.00%	Closed	History

SHG - Shinhan Financial Group Co., Ltd.	Q2 2018	$38.52	Q2 2018	$38.52	+0.00%	Closed	History

SIEGY - Co Ltd Ns Ag	Q3 2006	$43.55	Q3 2006	$43.55	+0.00%	Closed	History

SIEGY - Financial Adr Re Siemens Ag Sp	Q1 2007	$53.61	Q1 2007	$53.61	+0.00%	Closed	History

SKM - Adr Sk Telecom Adr Spon	Q4 2005	$33.43	Q4 2005	$33.43	+0.00%	Closed	History

SLB - Slb N.V.	Q4 2007	$115.38	Q4 2007	$115.38	+0.00%	Closed	History

SMICY - Ad Semiconductor Sp	Q1 2007	$6.94	Q1 2007	$6.94	+0.00%	Closed	History

SNY - Sanofi	Q4 2005	$43.90	Q4 2005	$43.90	+0.00%	Closed	History

SNY - Sanofi	Q3 2006	$44.47	Q3 2006	$44.47	+0.00%	Closed	History

SNY - Sanofi	Q1 2007	$43.51	Q1 2007	$43.51	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2022	$357.28	Q3 2022	$357.28	+0.00%	Closed	History

SYF - Synchrony Financial	Q4 2020	$34.71	Q4 2020	$34.71	+0.00%	Closed	History

SYT - Adr Syngenta Ag Spon	Q4 2005	$24.91	Q4 2005	$24.91	+0.00%	Closed	History

SYT - Nta Ag	Q3 2006	$30.18	Q3 2006	$30.18	+0.00%	Closed	History

SYT - Re Syngenta Ag Sp	Q1 2007	$38.05	Q1 2007	$38.05	+0.00%	Closed	History

SYY - Sysco Corp.	Q4 2007	$25.32	Q4 2007	$25.32	+0.00%	Closed	History

SZEZY - Adr Suez SA Spon	Q4 2005	$31.24	Q4 2005	$31.24	+0.00%	Closed	History

SZEZY - Sa	Q3 2006	$44.25	Q3 2006	$44.25	+0.00%	Closed	History

TCADR - Adr Telecom Corp Of Spon	Q4 2005	$32.68	Q4 2005	$32.68	+0.00%	Closed	History

TCADR - Om Corp Of	Q3 2006	$40.00	Q3 2006	$40.00	+0.00%	Closed	History

TCOM - Trip.com Group Ltd.	Q3 2025	$75.20	Q3 2025	$75.20	+0.00%	Closed	History

TECK - Teck Resources Ltd.	Q4 2024	$40.52	Q4 2024	$40.52	+0.00%	Closed	History

TELFY - New Zealand Ltd Adr Telefonica SA Spon	Q4 2005	$15.00	Q4 2005	$15.00	+0.00%	Closed	History

TELFY - Ealand Ltd Onica SA	Q3 2006	$17.27	Q3 2006	$17.27	+0.00%	Closed	History

TELFY - Tel Co 10 Telefonica SA Sp	Q1 2007	$22.13	Q1 2007	$22.13	+0.00%	Closed	History

TELNY - Adr Telenor Asa Spon	Q4 2005	$9.85	Q4 2005	$9.85	+0.00%	Closed	History

TELNY - Or Asa	Q3 2006	$12.98	Q3 2006	$12.98	+0.00%	Closed	History

TELNY - Ad Telenor Asa Sp	Q1 2007	$17.72	Q1 2007	$17.72	+0.00%	Closed	History

TER - Teradyne, Inc.	Q4 2022	$87.35	Q4 2022	$87.35	+0.00%	Closed	History

TKPPY - Ip SA	Q3 2006	$56.98	Q3 2006	$56.98	+0.00%	Closed	History

TKPPY - Ad Technip SA Sp	Q1 2007	$72.90	Q1 2007	$72.90	+0.00%	Closed	History

TKPPY - Technip SA	Q1 2008	$78.61	Q1 2008	$78.61	+0.00%	Closed	History

TMX - Participacoes SA Telefonos De Mexico	Q1 2008	$37.58	Q1 2008	$37.58	+0.00%	Closed	History

TPGA - Adr Tnt NV Spon	Q4 2005	$31.28	Q4 2005	$31.28	+0.00%	Closed	History

TPGA - V	Q3 2006	$38.02	Q3 2006	$38.02	+0.00%	Closed	History

TPGA - Ad Tnt NV Sp	Q1 2007	$46.05	Q1 2007	$46.05	+0.00%	Closed	History

TPGA - Tnt NV	Q1 2008	$37.07	Q1 2008	$37.07	+0.00%	Closed	History

TRMB - Trimble Inc.	Q1 2024	$64.39	Q1 2024	$64.39	+0.00%	Closed	History

TS - Leste Pf Participacoes SA Tenaris SA Sp	Q1 2007	$45.71	Q1 2007	$45.71	+0.00%	Closed	History

TTEN - Adr Total SA Spon	Q4 2005	$126.41	Q4 2005	$126.41	+0.00%	Closed	History

TTEN - Sa	Q3 2006	$65.95	Q3 2006	$65.95	+0.00%	Closed	History

TTEN - Ad Total SA Sp	Q1 2007	$69.78	Q1 2007	$69.78	+0.00%	Closed	History

TUR - Ishares	Q3 2013	$13.92	Q3 2013	$13.92	+0.00%	Closed	History

TV - Grupo Televisa, S.A.B.	Q1 2007	$30.00	Q1 2007	$30.00	+0.00%	Closed	History

TV - Grupo Televisa, S.A.B.	Q3 2015	$26.02	Q3 2015	$26.02	+0.00%	Closed	History

UBB - Unibanco Uniao De Bancos Bra	Q4 2008	$15.38	Q4 2008	$15.38	+0.00%	Closed	History

UN - Unilever N V	Q3 2015	$40.20	Q3 2015	$40.20	+0.00%	Closed	History

UNH - UnitedHealth Group Inc.	Q3 2025	$345.30	Q3 2025	$345.30	+0.00%	Closed	History

UPMKY - Upm-Kymmene Oyj	Q1 2008	$17.80	Q1 2008	$17.80	+0.00%	Closed	History

URTH - Ishares Msci World Etf	Q3 2022	$99.97	Q3 2022	$99.97	+0.00%	Closed	History

VALE - Vale S.A.	Q1 2007	$18.57	Q1 2007	$18.57	+0.00%	Closed	History

VALE - Vale S.A.	Q4 2025	$13.03	Q4 2025	$13.03	+0.00%	Closed	History

VALF - H Shs Adr Estado De SA Adr Adr Cia Vale Do Rio Doce	Q3 2007	$33.95	Q3 2007	$33.95	+0.00%	Closed	History

VECO - Veeco Instruments Inc.	Q2 2012	$33.62	Q2 2012	$33.62	+0.00%	Closed	History

VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	Q2 2022	$49.94	Q2 2022	$49.94	+0.00%	Closed	History

VIV - Telefonica Brasil SA	Q4 2011	$27.33	Q4 2011	$27.33	+0.00%	Closed	History

VODD - One Group Plc	Q3 2006	$22.86	Q3 2006	$22.86	+0.00%	Closed	History

VRN - Veren Inc	Q1 2025	$6.61	Q1 2025	$6.61	+0.00%	Closed	History

VSS - Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares	Q3 2015	$90.59	Q3 2015	$90.59	+0.00%	Closed	History

VSS - Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares	Q3 2016	$99.50	Q3 2016	$99.50	+0.00%	Closed	History

VSS - Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares	Q1 2018	$119.26	Q1 2018	$119.26	+0.00%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q2 2009	$31.81	Q2 2009	$31.81	+0.00%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q4 2011	$38.21	Q4 2011	$38.21	+0.00%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q3 2012	$41.73	Q3 2012	$41.73	+0.00%	Closed	History

WAG - Sh Sole None Walgreen Co	Q4 2007	$40.54	Q4 2007	$40.54	+0.00%	Closed	History

WHR - Whirlpool Corp.	Q4 2005	$83.76	Q4 2005	$83.76	+0.00%	Closed	History

WHR - Whirlpool Corp.	Q3 2006	$84.10	Q3 2006	$84.10	+0.00%	Closed	History

WHR - Whirlpool Corp.	Q1 2007	$84.90	Q1 2007	$84.90	+0.00%	Closed	History

WHR - Whirlpool Corp.	Q2 2024	$102.20	Q2 2024	$102.20	+0.00%	Closed	History

WRK - Westrock Co	Q4 2019	$42.91	Q4 2019	$42.91	+0.00%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q4 2024	$313.24	Q4 2024	$313.24	+0.00%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q4 2007	$96.77	Q4 2007	$96.77	+0.00%	Closed	History

XP - XP Inc.	Q4 2024	$11.85	Q4 2024	$11.85	+0.00%	Closed	History

ZIM - ZIM Integrated Shipping Services Ltd.	Q1 2024	$10.12	Q1 2024	$10.12	+0.00%	Closed	History

ZNT - - - - Zenith Natl Ins Corp	Q3 2009	$30.90	Q3 2009	$30.90	+0.00%	Closed	History

ZTO - ZTO Express (Cayman) Inc.	Q1 2021	$29.23	Q1 2021	$29.23	+0.00%	Closed	History

SRE - Sempra	Q1 2021	$66.29	Q4 2021	$66.14	-0.23%	Closed	History

URTH - Ishares Msci World Etf	Q3 2024	$156.91	Q4 2024	$155.50	-0.90%	Closed	History

CPG - Crescent Point Energy Corp	Q4 2022	$7.13	Q1 2023	$7.05	-1.12%	Closed	History

CSRA - Csra Inc	Q3 2016	$30.27	Q4 2017	$29.92	-1.16%	Closed	History

APTV - Aptiv PLC	Q1 2025	$59.50	Open	$58.80	-1.18%	Open	History

AP47 - Glaxosmithkline Plc	Q4 2021	$44.10	Q1 2022	$43.56	-1.22%	Closed	History

BTG - B2Gold Corp.	Q2 2020	$5.68	Q4 2020	$5.60	-1.41%	Closed	History

BCZN - Telus Corp	Q1 2009	$26.37	Q2 2009	$25.80	-2.16%	Closed	History

RDS.A - Royal Dutch Shell Plc	Q3 2021	$44.57	Q4 2021	$43.40	-2.63%	Closed	History

ABBNY - Abb Ltd	Q4 2013	$26.56	Q1 2014	$25.79	-2.90%	Closed	History

AXAHY - Axa	Q1 2014	$26.00	Q1 2015	$25.24	-2.92%	Closed	History

MFC - Manulife Financial Corp.	Q1 2008	$37.82	Q3 2008	$36.69	-2.99%	Closed	History

6683 - General Electric Co	Q4 2019	$11.16	Q4 2020	$10.80	-3.23%	Closed	History

HAFN - Hafnia Ltd.	Q1 2026	$7.66	Open	$7.41	-3.26%	Open	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.