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

October 05, 2022 00:35:46
Episode Cover

Value Opportunities in an Uncertain World

Much has changed since our 2022 outlook – a war, energy price shocks and broader inflation, Fed rate hikes, and recession concerns, to name...

Listen

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

June 20, 2024 00:25:13
Episode Cover

Building on Value: A New Opportunity in Credit

Our Vice Chairman Bill Lipsey sits down with Founder Rich Pzena and our Head of Leveraged Loans/High Yield Credit Mark Heron to discuss the...

Listen