Co-CIO and Portfolio Manager John Goetz and Senior Research Analyst Daniel Babkes take a deep dive into our research process and recount how Pzena...
We think average 10-year returns present a fair picture of investment skill. But how to measure risk? The Sharpe ratio compares long-term returns with...
As AI dominates headlines and reshapes market dynamics, how should value investors navigate this rapidly evolving landscape? Portfolio Manager and Director of Research Matt...