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 10, 2021 • 00:59:19

Value Investing Masterclass: Joel Greenblatt and Rich Pzena

Listen to a discussion on value investing by legendary investors and long-time friends Joel Greenblatt (Gotham Funds) and Rich Pzena (Pzena Investment Management), moderated...

Episode

March 14, 2025 • 00:34:06

The Value Stocks to Watch - 2025

In this episode, a selection of our Portfolio Managers across different strategies weigh in on their 'stocks to watch' for the upcoming year.Thanks to:John...

Episode 0

November 23, 2021 • 00:28:38

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...