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 05, 2023 • 00:27:32

Succession is a Process, Not an Event

Founding partners Rich Pzena and Bill Lipsey discuss the process of succession and the next generation of leadership in this special episode of the...

Episode

April 27, 2022 • 00:48:26

Interview with REV Group Inc. CEO, Rod Rushing

As value investors, we look for good companies with temporary problems, and found one such opportunity in specialty vehicle manufacturer REV Group. Portfolio Manager...

Episode 0

January 21, 2020 • 00:37:45

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...