Latest Episodes
The Index Is Now a Single Theme
This episode features Portfolio Manager John Flynn joined by moderator Andy Williams, a Director of Client and Portfolio Services at the firm. Together, they...
Re-Rating, De-Rating, and What Really Matters: 2026 Mid-Year Global Outlook for Value Webinar
Co-CIO, Portfolio Manager and Founder Rich Pzena and Portfolio Manager Akhil Subramanian discuss our 2026 mid-year global outlook, hosted by Director of Business Development...
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...