Latest Episodes
Investing Through Climate Policy: A Long-Term Value Perspective
Co-CIO John Goetz and Head of ESG Rachel Segal join host Andy Williams to discuss how climate policy shapes long-term investment outcomes. Drawing from...
AI & Capital Cycles
Today's episode features Portfolio Manager Dan Babkes joined by moderator Andy Williams, a Director of Client and Portfolio Services at the firm. Together, they...
The Value Stocks to Watch - 2026
In this episode, a selection of our Portfolio Managers across different strategies weigh in on their 'stocks to watch' for the upcoming year. Thanks...
2026 Global Outlook for Value
Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss our 2026 global outlook, hosted by Director of Business Development and Client...
30 Years at Pzena: Lessons from the Past, Vision for the Future
In honor of Pzena Investment Management's 30th Anniversary, founder Rich Pzena and CEO Caroline Cai consider the firm's past and future on our latest...
Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally
Tyler Zedalis, Director of Client and Portfolio Services, sits down with Portfolio Manager Evan Fox, CFA to discuss Global Small Caps, the valuation gap...