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 17, 2021 • 00:34:08

Energy Investments in a Zero-Carbon World

Co-CIO John Goetz, energy analyst TVR Murti, and ESG analyst Rachel Segal discuss the opportunities presented by the upcoming transition for the energy sector....

Episode

December 02, 2025 • 00:39:56

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...

Episode

December 05, 2024 • 00:12:27

Exploring the Impact of AI on Global Equity Markets

As AI dominates headlines and reshapes market dynamics, how should value investors navigate this rapidly evolving landscape? Portfolio Manager and Director of Research Matt...