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 0

January 21, 2020 00:37:45
Episode Cover

GE: A Classic Value Opportunity

Co-CIO and Portfolio Manager John Goetz and Senior Research Analyst Daniel Babkes take a deep dive into our research process and recount how Pzena...

Listen

Episode 0

March 30, 2023 00:24:27
Episode Cover

ESG Opportunity List

Adrian Jackson hosts this lively discussion where Portfolio Manager John Flynn and ESG Research Analyst Luke Longinotti discuss Pzena’s approach to ESG. Pzena’s Opportunity...

Listen

Episode

March 14, 2025 00:34:06
Episode Cover

The Value Stocks to Watch - 2025

In this episode, a selection of our Portfolio Managers across different strategies weigh in on their 'stocks to watch' for the upcoming year.Thanks to:John...

Listen