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

August 10, 2023 00:47:36
Episode Cover

2023 Mid Year Outlook for Value

Co-CIO Rich Pzena and Portfolio Manager Miklos Vasarhelyi discuss the current opportunity for disciplined value investors. Topics include: · The YTD growth outperformance driven...

Listen

Episode 0

March 30, 2023 00:24:27
Episode Cover

ESG Opportunity List

Adrian Jackson hosts this lively discussion where Portfolio Manager John Flynn and ESG Research Analyst Luke Longinotti discuss Pzena’s approach to ESG. Pzena’s Opportunity...

Listen

Episode 0

April 23, 2020 00:33:50
Episode Cover

The Next Great Depression or the Next Value Opportunity?

The next depression?  A virus-driven recession?  Cyclical recovery? How long? How deep?    Our CEO discusses value investing during the COVID-19 crisis. Disclosure This recording...

Listen