The Case for China: Investing Beyond the Headlines
Portfolio Managers Allison Fisch and John Goetz discuss value opportunities in the Chinese market. Recording Date: April 2024 For Professional Investors Only. This recording is for institutional inv...
12 Apr 202429min
Pzena's Best Ideas 2024
Want to know Pzena’s “best ideas”? Portfolio managers discuss the stocks they are finding most interesting right now on the latest episode of PzenaPerspectives. Recording Date: February 2024 Disclosu...
11 Mar 202420min
2024 Global Outlook for Value
Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics include: · Finding value when the equity risk premium i...
16 Jan 202455min
Finding Value in China
Portfolio Manager Akhil Subramanian and Co-Chief Investment Officer John Goetz discuss the current opportunity in China for value investors, including companies they find most compelling (Haier, China...
18 Des 202331min
Active Value Advantage
Portfolio Manager John Flynn and Director of Business Development & Client Services Adrian Jackson discuss value investing, taking a deep dive into the historical return profile of the asset class and...
16 Okt 202319min
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 ...
10 Aug 202347min
The Big Opportunity in Small Stocks
In this episode, Portfolio Managers Evan Fox and Matt Ring sit down with Pzena’s Co-Head of North American Distribution, Valerie Mignone Arnold to discuss the attractive valuations of small cap stocks...
16 Mai 202319min
Banks, Volatility, and Value
In this episode, Portfolio Manager John Flynn and Senior Research Analyst Eric Hagemann sit down with Pzena’s Co-Head of North American Distribution, Valerie Mignone Arnold to discuss the recent volat...
17 Apr 202320min
