The Case for China: Investing Beyond the Headlines

April 12, 2024 00:29:03
The Case for China: Investing Beyond the Headlines
PzenaPerspectives
The Case for China: Investing Beyond the Headlines

Apr 12 2024 | 00:29:03

/

Show Notes

Portfolio Managers Allison Fisch and John Goetz discuss value opportunities in the Chinese market.   Recording Date: April 2024 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 undertake to advise you of any changes in the views […]

Other Episodes

Episode

October 14, 2025 00:24:54
Episode Cover

Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally

Tyler Zedalis, Director of Client and Portfolio Services, sits down with Portfolio Manager Evan Fox, CFA to discuss Global Small Caps, the valuation gap...

Listen

Episode

September 23, 2024 00:17:18
Episode Cover

Why Invest Outside the US

In today’s episode, our Director of National Accounts Peter Quinn speaks with Portfolio Manager and Co-Chief Investment Officer John Goetz about the current opportunity...

Listen

Episode 0

October 05, 2022 00:35:46
Episode Cover

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...

Listen