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
Previous Episode
Next Episode

Other Episodes

Episode

January 16, 2024 • 00:55:59
Episode Cover

2024 Global Outlook for Value

Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics include: · Finding value...

Listen

Episode

March 11, 2024 • 00:20:00
Episode Cover

Pzena's Best Ideas 2024

Want to know Pzena’s “best ideas”? Portfolio managers discuss the stocks they are finding most interesting right now on the latest episode of PzenaPerspectives. ...

Listen

Episode 0

January 21, 2020 • 00:37:45
Episode Cover

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...

Listen