Latest Episodes
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...
From Controversy to Conviction: Pzena’s Approach to International Small Caps
Tyler Zedalis, a Director of Client and Portfolio Services, sits down with Portfolio Manager Jason Doctor to discuss Pzena's International Small Cap strategy. Further...