The Value Opportunity in Europe: As Cheap As It Gets?

PzenaPerspectives

Oct 24 2022 | 00:34:37

00:00 / 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

January 16, 2024 • 00:55:59

2024 Global Outlook for Value

Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics include: · Finding value...

Episode

October 24, 2024 • 00:16:50

Value Investing During Drawdowns

Disclosure For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. These materials...

Episode 0

October 29, 2020 • 00:29:09

Value: If Not Now, When?

Value is not dead. Portfolio Managers Caroline Cai and Ben Silver discuss value’s underperformance and potential catalysts that may already be signaling a shift...