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 and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss our 2026 global outlook, hosted by Director of Business Development and Client...
Value is not dead. Portfolio Managers Caroline Cai and Ben Silver discuss value’s underperformance and potential catalysts that may already be signaling a shift...
Tyler Zedalis, Director of Client and Portfolio Services, sits down with Portfolio Manager Evan Fox, CFA to discuss Global Small Caps, the valuation gap...