Markets in 2026 are a study in extremes. The AI-driven euphoria has lifted a narrow cohort of winners to unimagined highs, while a long tail of former tech market darlings have halved in value. For value-disciplined investors, this divergence is the opportunity set. Our conversation with Caroline Cai of Pzena Investment Management, a global value house we hold across many portfolios, neatly captured the current moment.

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