Tariffs and Turbulence
Today’s episode features Portfolio Manager John Flynn and Director of Business Development and Client Services Adrian Jackson. They discuss the topical subject of tariffs through the lens of a risk ma...
14 Apr 202526min
The Value Stocks to Watch - 2025
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:John Goetz, Co-CIO & Portfolio ManagerMatthew Rin...
14 Mars 202534min
2025 Global Outlook for Value
President/PM Allison Fisch and Co-CIO/PM Rich Pzena discuss the benefits of a disciplined approach to value investing in today’s market, hosted by Global Head of Consultant Relations, Dean Papas. The ...
31 Jan 202556min
Exploring the Impact of AI on Global Equity Markets
As AI dominates headlines and reshapes market dynamics, how should value investors navigate this rapidly evolving landscape? Portfolio Manager and Director of Research Matt Ring and Partner and member...
5 Dec 202412min
Value Investing During Drawdowns
Disclosure For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. These materials are intended solel...
24 Okt 202416min
Why Invest Outside the US
In today’s episode, our Director of National Accounts Peter Quinn speaks with Portfolio Manager and Co-Chief Investment Officer John Goetz about the current opportunity in non-US equities. For additio...
23 Sep 202417min
The Power of Patience: Unlocking Value Investing's Long-Term Rewards
CEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by Director of Business Development and Client Servi...
25 Juli 202445min
Building on Value: A New Opportunity in Credit
Our Vice Chairman Bill Lipsey sits down with Founder Rich Pzena and our Head of Leveraged Loans/High Yield Credit Mark Heron to discuss the launch of the Pzena Focused Credit Opportunities strategy – ...
20 Juni 202425min
