Website Posts

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 enhance—but never replace—our fundamental research process.

Recording Date: November 25, 2024

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.

Recording Date: September 11, 2024

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:

Recording Date: July 2024

For the video version of this conversation:

The Power of Patience Webinar (Video)

For further discussion on our 2024 mid-year outlook, please see our 2Q commentary, “US Dominance and Global Market Trends: A 2024 Mid-Year Analysis”:

Second Quarter 2024 Commentary

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 our equity research team.

This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. Any views and statements expressed in this recording are those of Pzena Investment Management, are based on internal research, and are subject to change. It does not constitute investment advice. Your capital is at risk and past performance is not an indicator of future performance.  These materials are intended solely for informational purposes and reflect the current views of Pzena Investment Management as of the date hereof.

Please click on the following link for important information: https://www.pzena.com/building-on-value-credit-disclosure/

Recording Date: May 9th, 2024

Portfolio Managers John Goetz and Allison Fisch, alongside Director of Business Development Adrian Jackson, explore the current state of the Chinese equity market.

Recording Date: April 2024

Q1 2024 Commentary

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

For Professional Investors Only

Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors.

Topics include:

Recording Date: January 9, 2024

For Professional Investors Only

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. 

Recording Date: December 13, 2023

For Professional Investors Only

Portfolio Manager John Flynn and Director of Business Development & Client Services Adrian Jackson discuss value investing, taking a deep dive into the historical return profile of the asset class and addressing common misconceptions around the risks of value stocks. John also exposes the flaws of seeking value exposure through value indices and “value-light” strategies.

Recording Date: October 6, 2023

Co-CIO Rich Pzena and Portfolio Manager Miklos Vasarhelyi discuss the current opportunity for disciplined value investors.

Topics include:

Recording Date: July 25, 2023