Value Investing: The Recovery of Hope

May 31, 2022 00:31:13
Value Investing: The Recovery of Hope
PzenaPerspectives
Value Investing: The Recovery of Hope

May 31 2022 | 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

April 14, 2025 00:26:59
Episode Cover

Tariffs and Turbulence

Today’s episode features Portfolio Manager John Flynn and Director of Business Development and Client Services Adrian Jackson. They discuss the topical subject of tariffs...

Listen

Episode

July 25, 2024 00:45:56
Episode Cover

The Power of Patience: Unlocking Value Investing's Long-Term Rewards

CEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by Director of Business Development and...

Listen

Episode 0

June 24, 2020 00:37:36
Episode Cover

Global Banks: Resilience in the Face of Crisis

Against the volatile backdrop of today’s economic environment, bank stocks stand out. In our view, the banking system today can sustain a once-in-a-century level...

Listen