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

January 16, 2024 • 00:55:59

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...

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...

Episode 0

July 13, 2020 • 00:17:10

Questioning Conventional Wisdom on Risk and Return

We think average 10-year returns present a fair picture of investment skill. But how to measure risk? The Sharpe ratio compares long-term returns with...