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 […]
Previous Episode
Next Episode

Other Episodes

Episode 0

March 17, 2020 • 00:35:08
Episode Cover

Investment Management in Times of Crisis

CEO and Co-CIO Rich Pzena talks with our President Bill Lipsey to explain how Pzena Investment Management is conducting business and managing portfolios during...

Listen

Episode 0

July 13, 2020 • 00:17:10
Episode Cover

Questioning Conventional Wisdom on Risk and Return

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...

Listen

Episode

December 05, 2024 • 00:12:27
Episode Cover

Exploring the Impact of AI on Global Equity Markets

As AI dominates headlines and reshapes market dynamics, how should value investors navigate this rapidly evolving landscape? Portfolio Manager and Director of Research Matt...

Listen