PzenaPerspectives

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 discourse is followed by a live Q&A session. Topics include: outlook for value in 2025 continued impact of concentrated markets the opportunity for stocks outside […]

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 of our Client Services team @Tyler Zedalis discuss the ripple effects of AI across industries, the importance of valuation discipline, and how we use AI to […]

In today’s episode, Portfolio Manager John Flynn takes the mic in our latest podcast, digging into market drawdowns and sharing data-driven insights on why value may tend to bounce back faster. Hosted by Adrian Jackson, Director of Business Development and Client Services, this episode explores why patience and value investing go hand in hand.   […]

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 additional context on the data presented don’t miss our written piece, “Why Invest Outside the US?” available on www.pzena.com For Professional Investors Only. This recording is for […]

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 Services, Kate Phillips. The discourse is followed by a live Q&A session. Topics include: the importance of having a long-term perspective the continuing impact of concentrated markets the opportunity in […]

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 – including how it came to be, how it aligns with our value philosophy, and how it benefits from the industry expertise of […]

Portfolio Managers Allison Fisch and John Goetz discuss value opportunities in the Chinese market.   Recording Date: April 2024 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 solely for informational purposes. The views expressed reflect the current views […]

Want to know Pzena’s “best ideas”? Portfolio managers discuss the stocks they are finding most interesting right now on the latest episode of PzenaPerspectives.  Recording Date: February 2024 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 solely […]

Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics include: · Finding value when the equity risk premium is low · The opportunity in China for value investors · The impact of the “Magnificent Seven” (January 2024)

Portfolio Manager Akhil Subramanian and Co-Chief Investment Officer John Goetz discuss the current opportunity in China for value investors, including companies they find most compelling (Haier, China Overseas Land & Investment, Alibaba) on the latest episode of PzenaPerspectives.