Building on Value: A New Opportunity in Credit

June 20, 2024 00:25:13
Building on Value: A New Opportunity in Credit
PzenaPerspectives
Building on Value: A New Opportunity in Credit

Jun 20 2024 | 00:25:13

/

Show Notes

Our Vice Chairman Bill Lipsey sits down with Founder Rich Pzena and our Head of Leveraged Loans/High Yield Credit Mark Heron to discuss the launch of the Pzena Focused Credit Opportunities strategy – including how it came to be, how it aligns with our value philosophy, and how it benefits from the industry expertise of our equity research team. This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. Any views and statements expressed in this recording are those of Pzena Investment Management, are based on internal research, and are subject to change. […]

Other Episodes

Episode 0

April 23, 2020 00:33:50
Episode Cover

The Next Great Depression or the Next Value Opportunity?

The next depression?  A virus-driven recession?  Cyclical recovery? How long? How deep?    Our CEO discusses value investing during the COVID-19 crisis. Disclosure This recording...

Listen

Episode 0

July 21, 2022 00:36:16
Episode Cover

A Look Into A Management Meeting with Lear Corp

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...

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