Highlighted Holding Podcast - Ambev
Beer is big business for Ambev, the dominant producer and distributor of brew in Latin America and Canada. Near-term margin pressures provide a rare opportunity to invest in this market leader at a co...
1 Feb 202219min
Highlighted Holding - Fresenius Medical Care
The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of which should largely accrue to the world’s preeminen...
23 Nov 202128min
The Utility of ESG Scores in the Investment Process
ESG analyst Rachel Segal and Portfolio Manager Rakesh Bordia examine the relationship between ESG scores and investment performance, and observe that there is a significantly stronger relationship bet...
19 Maj 202122min
Highlighted Holding - Michelin
Michelin’s business franchise is, in many ways, second-to-none: technical leadership, brand loyalty, and premium pricing. A comprehensive restructuring plan is aimed at delivering structurally higher ...
11 Maj 202123min
Energy Investments in a Zero-Carbon World
Co-CIO John Goetz, energy analyst TVR Murti, and ESG analyst Rachel Segal discuss the opportunities presented by the upcoming transition for the energy sector. Recording Date: March 12, 2021 Disclosur...
17 Mars 202134min
Value Investing Masterclass: Joel Greenblatt and Rich Pzena
Listen to a discussion on value investing by legendary investors and long-time friends Joel Greenblatt (Gotham Funds) and Rich Pzena (Pzena Investment Management), moderated by investment strategist S...
10 Mars 202159min
2021 Outlook for Value
CEO/Co-CIO Rich Pzena and Portfolio Manager Allison Fisch talk about the turn in value’s favor and what’s in store in 2021. Recording Date: January 27, 2021 For slides accompanying this podcast, vis...
5 Feb 202147min
The Beginning of the Great Rotation to Value?
Co-CIO John Goetz discusses the drivers of a potential rotation back to sensible valuations, then answers questions about the current state of value investing and what the future may hold. Recording ...
29 Dec 202034min
