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...
Co-CIO and PM John Goetz and PM Evan Fox discuss our mid-year global outlook and how markets react in volatile times, hosted by Director...
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...