Latest Episodes
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Questioning Conventional Wisdom on Risk and Return
We think average 10-year returns present a fair picture of investment skill. But how to measure risk? The Sharpe ratio compares long-term returns with...
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Global Banks: Resilience in the Face of Crisis
Against the volatile backdrop of today’s economic environment, bank stocks stand out. In our view, the banking system today can sustain a once-in-a-century level...
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The Staying Power of Global Businesses in an Environment of Extreme Uncertainty
Uncertainty is at exceptional levels. The halt in activity today is unlike slowdowns we’ve seen before, and it’s affecting companies in a variety of...
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The Next Great Depression or the Next Value Opportunity?
The next depression? A virus-driven recession? Cyclical recovery? How long? How deep? Our CEO discusses value investing during the COVID-19 crisis. Disclosure This recording...
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Investment Management in Times of Crisis
CEO and Co-CIO Rich Pzena talks with our President Bill Lipsey to explain how Pzena Investment Management is conducting business and managing portfolios during...
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GE: A Classic Value Opportunity
Co-CIO and Portfolio Manager John Goetz and Senior Research Analyst Daniel Babkes take a deep dive into our research process and recount how Pzena...