President/PM Allison Fisch and Co-CIO/PM Rich Pzena discuss the benefits of a disciplined approach to value investing in today’s market, hosted by Global Head of Consultant Relations, Dean Papas. The discourse is followed by a live Q&A session. Topics include: outlook for value in 2025 continued impact of concentrated markets the opportunity for stocks outside the US For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. These materials are intended solely for informational purposes. The views expressed reflect the current views of Pzena Investment Management...
Co-CIO John Goetz and Head of ESG Rachel Segal join host Andy Williams to discuss how climate policy shapes long-term investment outcomes. Drawing from...
Much has changed since our 2022 outlook – a war, energy price shocks and broader inflation, Fed rate hikes, and recession concerns, to name...
As AI dominates headlines and reshapes market dynamics, how should value investors navigate this rapidly evolving landscape? Portfolio Manager and Director of Research Matt...