Pzena's Best Ideas 2024

PzenaPerspectives

Mar 11 2024 | 00:20:00

00:00 / 00:20:00

Show Notes

Want to know Pzena’s “best ideas”? Portfolio managers discuss the stocks they are finding most interesting right now on the latest episode of PzenaPerspectives. Recording Date: February 2024 Disclosure 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 (“PIM”) as of the date hereof and are subject to change. PIM is a registered investment adviser registered with the United States Securities and Exchange Commission. Neither the speaker nor PIM […]

Other Episodes

Episode 0

October 05, 2022 • 00:35:46

Value Opportunities in an Uncertain World

Much has changed since our 2022 outlook – a war, energy price shocks and broader inflation, Fed rate hikes, and recession concerns, to name...

Episode 0

April 29, 2020 • 00:38:17

The Staying Power of Global Businesses in an Environment of Extreme Uncertainty

Uncertainty is at exceptional levels. The halt in activity today is unlike slowdowns we’ve seen before, and it’s affecting companies in a variety of...

Episode 0

October 29, 2020 • 00:29:09

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...