ESG Opportunity List
Adrian Jackson hosts this lively discussion where Portfolio Manager John Flynn and ESG Research Analyst Luke Longinotti discuss Pzena’s approach to ESG. Pzena’s Opportunity List seeks to systematicall...
30 Mars 202324min
2023 Outlook for Value Webinar
CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the 2023 outlook for value in this special episode of the PzenaPerspectives podcast. Recording Date: Ja...
28 Feb 202346min
Succession is a Process, Not an Event
Founding partners Rich Pzena and Bill Lipsey discuss the process of succession and the next generation of leadership in this special episode of the PzenaPerspectives podcast. Recording Date: January 3...
5 Jan 202327min
The Value Opportunity in Europe: As Cheap As It Gets?
Portfolio Manager Miklos Vasarhelyi and Co-Chief Investment Officer John Goetz discuss the current opportunity in Europe for value investors, including some specific companies they find most compellin...
24 Okt 202234min
Value Opportunities in an Uncertain World
Much has changed since our 2022 outlook – a war, energy price shocks and broader inflation, Fed rate hikes, and recession concerns, to name a few. With equity markets under pressure, where do value st...
5 Okt 202235min
A Look Into A Management Meeting with Lear Corp
Auto supplier Lear’s profitability has been impacted by cost pressures and the supply chain, but its operating flexibility and product portfolio should help it thrive, as the industry normalizes and e...
21 Juli 202236min
Value Investing: The Recovery of Hope
Managing Principal and Co-Chief Investment Officer John Goetz touches on uncertainty — the quick, fearful response to geopolitical shocks and macro concerns — and the recovery of hope that typically s...
31 Maj 202231min
Interview with REV Group Inc. CEO, Rod Rushing
As value investors, we look for good companies with temporary problems, and found one such opportunity in specialty vehicle manufacturer REV Group. Portfolio Manager Evan Fox is joined by REV Group CE...
27 Apr 202248min
