PzenaPerspectives

--- Pzena Investment Management ---

Value investing insights directly from senior investment personnel at Pzena Investment Management.

Brought to you by Pzena Investment Management of PzenaPerspectives

Latest Episodes…

  1. Highlighted Holding - Fresenius Medical Care

    The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of which should largely accrue to the world’s preeminent dialysis company. Senior Research Analyst Eric Hagemann and Portfolio Manager John Flynn discuss Pzena’s recent investment in Fresenius Medical ...

    11/23/2021

  2. The Utility of ESG Scores in the Investment Process

    ESG analyst Rachel Segal and Portfolio Manager Rakesh Bordia examine the relationship between ESG scores and investment performance, and observe that there is a significantly stronger relationship between investment performance and a company’s potential for ESG improvement, as compared to the company’s ESG score. Recording Date: May 14, 2021 Disclosure This recording is ...

    05/19/2021

  3. Highlighted Holding - Michelin

    Michelin’s business franchise is, in many ways, second-to-none: technical leadership, brand loyalty, and premium pricing. A comprehensive restructuring plan is aimed at delivering structurally higher profitability. Research Analyst Akhil Subramanian and Co-CIO John Goetz discuss Pzena’s research process and our view of the opportunity. Recording Date: April 29, 2021 Disclosure This ...

    05/11/2021

  4. Energy Investments in a Zero-Carbon World

    Co-CIO John Goetz, energy analyst TVR Murti, and ESG analyst Rachel Segal discuss the opportunities presented by the upcoming transition for the energy sector. Recording Date: March 12, 2021 Disclosure This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. Any views and statements expressed in ...

    03/17/2021

  5. Value Investing Masterclass: Joel Greenblatt and Rich Pzena

    Listen to a discussion on value investing by legendary investors and long-time friends Joel Greenblatt (Gotham Funds) and Rich Pzena (Pzena Investment Management), moderated by investment strategist Steve Galbraith. Recording Date: March 4, 2021 Disclosure This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. Any ...

    03/10/2021