Value Investing: The Recovery of Hope

PzenaPerspectives

May 31 2022 | 00:31:13

00:00 / 00:31:13

Show Notes

Managing Principal and Co-Chief Investment Officer John Goetz touches on uncertainty — the quick, fearful response to geopolitical shocks and macro concerns — and the recovery of hope that typically sets the stage for strong value-stock returns. Recording Date: May 12, 2022 Disclosure This recording is for institutional investors, and in the UK for […]

Other Episodes

Episode

January 31, 2025 • 00:56:51

2025 Global Outlook for Value

President/PM Allison Fisch and Co-CIO/PM Rich Pzena discuss the benefits of a disciplined approach to value investing in today’s market, hosted by Global Head...

Episode 0

July 13, 2020 • 00:17:10

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...

Episode 0

February 28, 2023 • 00:46:02

2023 Outlook for Value Webinar

CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the 2023 outlook for value in this special episode of...