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


<ul class="podcast-images">
<li><a href="https://podcasts.apple.com/us/podcast/pzenaperspectives/id1495884960" target="_blank" rel="noopener noreferrer"></a></li>
<li><a href="https://open.spotify.com/show/5ua1jjf1X1VPqyQzSg0iqc" target="_blank" rel="noopener noreferrer"></a></li>
<li><a href="https://podcasts.google.com/feed/aHR0cHM6Ly9wemVuYXBlcnNwZWN0aXZlcy5jYXN0b3MuY29tL2ZlZWQ" target="_blank" rel="noopener noreferrer"></a></li>
</ul>

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

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


<ul>
<li><a href="https://podcasts.apple.com/us/podcast/pzenaperspectives/id1495884960" rel="noopener noreferrer"></a></li>
<li><a href="https://open.spotify.com/show/5ua1jjf1X1VPqyQzSg0iqc" rel="noopener noreferrer"></a></li>
<li><a href="https://podcasts.google.com/feed/aHR0cHM6Ly9wemVuYXBlcnNwZWN0aXZlcy5jYXN0b3MuY29tL2ZlZWQ" rel="noopener noreferrer"></a></li>
</ul>
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2023 Mid Year Outlook for Value

2023 Mid Year Outlook for Value