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 0

October 16, 2023 • 00:19:04

Active Value Advantage

Portfolio Manager John Flynn and Director of Business Development & Client Services Adrian Jackson discuss value investing, taking a deep dive into the historical...

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

April 17, 2023 • 00:20:39

Banks, Volatility, and Value

In this episode, Portfolio Manager John Flynn and Senior Research Analyst Eric Hagemann sit down with Pzena’s Co-Head of North American Distribution, Valerie Mignone...