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

July 25, 2024 • 00:45:56
Episode Cover

The Power of Patience: Unlocking Value Investing's Long-Term Rewards

CEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by Director of Business Development and...

Listen

Episode

February 12, 2026 • 00:53:28
Episode Cover

The Value Stocks to Watch - 2026

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

Listen

Episode 0

March 30, 2023 • 00:24:27
Episode Cover

ESG Opportunity List

Adrian Jackson hosts this lively discussion where Portfolio Manager John Flynn and ESG Research Analyst Luke Longinotti discuss Pzena’s approach to ESG. Pzena’s Opportunity...

Listen