2023 Mid Year Outlook for Value

2023 Mid Year Outlook for Value

Co-CIO Rich Pzena and Portfolio Manager Miklos Vasarhelyi discuss the current opportunity for disciplined value investors. Topics include: · The YTD growth outperformance driven by mega-caps, and the associated historical context · Our view of the banking sector in both the US and Europe · Where we are finding value now Recording Date: July 25, 2023

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Episoder(50)

Investing Through Climate Policy: A Long-Term Value Perspective

Investing Through Climate Policy: A Long-Term Value Perspective

Co-CIO John Goetz and Head of ESG Rachel Segal join host Andy Williams to discuss how climate policy shapes long-term investment outcomes. Drawing from our 1Q25 stewardship thought piece, they walk th...

2 Jun 31min

AI & Capital Cycles

AI & Capital Cycles

Today's episode features Portfolio Manager Dan Babkes joined by moderator Andy Williams, a Director of Client and Portfolio Services at the firm. Together, they discuss the ongoing oil price shock, th...

23 Apr 52min

The Value Stocks to Watch - 2026

The Value Stocks to Watch - 2026

In this episode, a selection of our Portfolio Managers across different strategies weigh in on their 'stocks to watch' for the upcoming year. Thanks to:Rich Pzena, Founder, Co-CIO and Portfolio Manage...

12 Feb 53min

2026 Global Outlook for Value

2026 Global Outlook for Value

Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss our 2026 global outlook, hosted by Director of Business Development and Client Services, Adrian Jackson.  Their discuss...

28 Jan 53min

30 Years at Pzena: Lessons from the Past, Vision for the Future

30 Years at Pzena: Lessons from the Past, Vision for the Future

In honor of Pzena Investment Management's 30th Anniversary, founder Rich Pzena and CEO Caroline Cai consider the firm's past and future on our latest podcast. With host Lisa Roth they discuss three de...

2 Des 202539min

Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally

Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally

Tyler Zedalis, Director of Client and Portfolio Services, sits down with Portfolio Manager Evan Fox, CFA to discuss Global Small Caps, the valuation gap between GSC and Large Caps, and what it could m...

14 Okt 202524min

From Controversy to Conviction: Pzena’s Approach to International Small Caps

From Controversy to Conviction: Pzena’s Approach to International Small Caps

Tyler Zedalis, a Director of Client and Portfolio Services, sits down with Portfolio Manager Jason Doctor to discuss Pzena's International Small Cap strategy.    Further Information This recording is ...

16 Sep 202522min

2025 Mid-Year Global Outlook for Value Webinar

2025 Mid-Year Global Outlook for Value Webinar

Co-CIO and PM John Goetz and PM Evan Fox discuss our mid-year global outlook and how markets react in volatile times, hosted by Director of Business Development and Client Services, Paul Whymper-Willi...

29 Jul 202547min

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