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

December 02, 2025 00:39:56
Episode Cover

30 Years at Pzena: Lessons from the Past, Vision for the Future

In honor of Pzena Investment Management's 30th Anniversary, founder Rich Pzena and CEO Caroline Cai consider the firm's past and future on our latest...

Listen

Episode 0

August 27, 2020 00:34:01
Episode Cover

Rare Opportunity in Small Cap Stocks

The cheapest small cap stocks (based on our valuation) are trading at some of the lowest levels we've seen in almost a decade. Portfolio...

Listen

Episode 0

March 17, 2021 00:34:08
Episode Cover

Energy Investments in a Zero-Carbon World

Co-CIO John Goetz, energy analyst TVR Murti, and ESG analyst Rachel Segal discuss the opportunities presented by the upcoming transition for the energy sector....

Listen