2023 Mid Year Outlook for Value

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

March 17, 2021 • 00:34:08

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....

Episode 0

April 17, 2023 • 00:20:39

Banks, Volatility, and Value

In this episode, Portfolio Manager John Flynn and Senior Research Analyst Eric Hagemann sit down with Pzena’s Co-Head of North American Distribution, Valerie Mignone...

Episode 0

October 24, 2022 • 00:34:37

The Value Opportunity in Europe: As Cheap As It Gets?

Portfolio Manager Miklos Vasarhelyi and Co-Chief Investment Officer John Goetz discuss the current opportunity in Europe for value investors, including some specific companies they...