A Look Into A Management Meeting with Lear Corp

July 21, 2022 • 00:36:16
A Look Into A Management Meeting with Lear Corp
PzenaPerspectives
A Look Into A Management Meeting with Lear Corp

Jul 21 2022 | 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 […]
Previous Episode
Next Episode

Other Episodes

Episode 0

January 21, 2020 • 00:37:45
Episode Cover

GE: A Classic Value Opportunity

Co-CIO and Portfolio Manager John Goetz and Senior Research Analyst Daniel Babkes take a deep dive into our research process and recount how Pzena...

Listen

Episode 0

October 29, 2020 • 00:29:09
Episode Cover

Value: If Not Now, When?

Value is not dead. Portfolio Managers Caroline Cai and Ben Silver discuss value’s underperformance and potential catalysts that may already be signaling a shift...

Listen

Episode 0

May 19, 2021 • 00:22:48
Episode Cover

The Utility of ESG Scores in the Investment Process

ESG analyst Rachel Segal and Portfolio Manager Rakesh Bordia examine the relationship between ESG scores and investment performance, and observe that there is a...

Listen