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

December 02, 2025 00:39:56
Episode Cover

30 Years at Pzena: Lessons from the Past, Vision for the Future

In honor of Pzena Investment Management's 30th Anniversary, founder Rich Pzena and CEO Caroline Cai consider the firm's past and future on our latest...

Listen

Episode

October 14, 2025 00:24:54
Episode Cover

Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally

Tyler Zedalis, Director of Client and Portfolio Services, sits down with Portfolio Manager Evan Fox, CFA to discuss Global Small Caps, the valuation gap...

Listen

Episode 0

November 23, 2021 00:28:38
Episode Cover

Highlighted Holding - Fresenius Medical Care

The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of which...

Listen