A Look Into A Management Meeting with Lear Corp

PzenaPerspectives

Jul 21 2022 | 00:36:16

00:00 / 00:36:16

Show Notes

Auto supplier Lear’s profitability has been impacted by cost pressures and the supply chain, but its operating flexibility and product portfolio should help it thrive, as the industry normalizes and electrifies. Listen in on a real-life manager’s meeting with Lear CEO Ray Scott, Lear CFO Jason Cardew, and Pzena Portfolio Manager’s Ben Silver, Andrew Chung […]

Other Episodes

Episode

July 25, 2024 • 00:45:56

The Power of Patience: Unlocking Value Investing's Long-Term Rewards

CEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by Director of Business Development and...

Episode 0

July 13, 2020 • 00:17:10

Questioning Conventional Wisdom on Risk and Return

We think average 10-year returns present a fair picture of investment skill. But how to measure risk? The Sharpe ratio compares long-term returns with...

Episode 0

May 31, 2022 • 00:31:13

Value Investing: The Recovery of Hope

Managing Principal and Co-Chief Investment Officer John Goetz touches on uncertainty — the quick, fearful response to geopolitical shocks and macro concerns — and...