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

July 21, 2022 00:36:16
Episode Cover

A Look Into A Management Meeting with Lear Corp

Auto supplier Lear’s profitability has been impacted by cost pressures and the supply chain, but its operating flexibility and product portfolio should help it...

Listen

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

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