Global stock picks for a challenging world

Sarah Ketterer

Despite a global market sell-off this year, investors with a long-term view can scoop up shares of a group of companies that could buck the trend, according to a prominent fund manager.

In a note to CNBC Pro, Sarah Ketterer, CEO and portfolio manager at Causeway Capital Management, whose firm oversees $41 billion in assets, selected four stocks that she believes are poised for growth ahead.

In her own words, the investor explains why she's making these names her top picks for the "Squawk Box" Platinum Portfolio.

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