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

November 23, 2021 00:28:38
Episode Cover

Highlighted Holding - Fresenius Medical Care

The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of which...

Listen

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

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