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...
The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of which...
CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the 2023 outlook for value in this special episode of...
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...