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...
In this episode, Portfolio Managers Evan Fox and Matt Ring sit down with Pzena’s Co-Head of North American Distribution, Valerie Mignone Arnold to discuss...
Michelin’s business franchise is, in many ways, second-to-none: technical leadership, brand loyalty, and premium pricing. A comprehensive restructuring plan is aimed at delivering structurally...
Portfolio Manager Rakesh Bordia and Senior Research Analyst Jason Doctor discuss the investment opportunity in emerging markets banks. Recording Date: November 30, 2020 Disclosure...