2023 Mid Year Outlook for Value

August 10, 2023 00:47:36

Show Notes

Co-CIO Rich Pzena and Portfolio Manager Miklos Vasarhelyi discuss the current opportunity for disciplined value investors. Topics include: · The YTD growth outperformance driven by mega-caps, and the associated historical context · Our view of the banking sector in both the US and Europe · Where we are finding value now Recording Date: July 25, 2023

Other Episodes

Episode 0

October 05, 2022 00:35:46
Episode Cover

Value Opportunities in an Uncertain World

Much has changed since our 2022 outlook – a war, energy price shocks and broader inflation, Fed rate hikes, and recession concerns, to name...

Listen

Episode 0

March 17, 2020 00:35:08
Episode Cover

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...

Listen

Episode 0

June 24, 2020 00:37:36
Episode Cover

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...

Listen