The Value Opportunity in Europe: As Cheap As It Gets?

PzenaPerspectives

Oct 24 2022 | 00:34:37

00:00 / 00:34:37

Show Notes

Portfolio Manager Miklos Vasarhelyi and Co-Chief Investment Officer John Goetz discuss the current opportunity in Europe for value investors, including some specific companies they find most compelling on the latest episode of the PzenaPerspectives podcast. Recording Date: October 11, 2022 Disclosure This recording is for institutional investors. Any views and statements expressed in this recording […]

Other Episodes

Episode 0

May 31, 2022 • 00:31:13

Value Investing: The Recovery of Hope

Managing Principal and Co-Chief Investment Officer John Goetz touches on uncertainty — the quick, fearful response to geopolitical shocks and macro concerns — and...

Episode

October 24, 2024 • 00:16:50

Value Investing During Drawdowns

Disclosure For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. These materials...

Episode 0

December 29, 2020 • 00:34:24

The Beginning of the Great Rotation to Value?

Co-CIO John Goetz discusses the drivers of a potential rotation back to sensible valuations, then answers questions about the current state of value investing...