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

October 24, 2022 00:34:37
The Value Opportunity in Europe: As Cheap As It Gets?
PzenaPerspectives
The Value Opportunity in Europe: As Cheap As It Gets?

Oct 24 2022 | 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

March 10, 2021 00:59:19
Episode Cover

Value Investing Masterclass: Joel Greenblatt and Rich Pzena

Listen to a discussion on value investing by legendary investors and long-time friends Joel Greenblatt (Gotham Funds) and Rich Pzena (Pzena Investment Management), moderated...

Listen

Episode 0

May 31, 2022 00:31:13
Episode Cover

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...

Listen

Episode 0

February 05, 2021 00:47:09
Episode Cover

2021 Outlook for Value

CEO/Co-CIO Rich Pzena and Portfolio Manager Allison Fisch talk about the turn in value’s favor and what’s in store in 2021. Recording Date: January...

Listen