2024 Global Outlook for Value

January 16, 2024 00:55:59
2024 Global Outlook for Value
PzenaPerspectives
2024 Global Outlook for Value

Jan 16 2024 | 00:55:59

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Show Notes

Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics include: · Finding value when the equity risk premium is low · The opportunity in China for value investors · The impact of the “Magnificent Seven” (January 2024)

For Professional Investors Only.

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These materials are intended solely for informational purposes. The views expressed reflect the current views of Pzena Investment Management (“PIM”) as of the date hereof and are subject to change. PIM is a registered investment adviser registered with the United States Securities and Exchange Commission. Neither the speaker nor PIM undertake to advise you of any changes in the views expressed herein. There is no guarantee that any projection, forecast, or opinion in this material will be realized.  Past performance is not indicative of future results.

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