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 0

April 23, 2020 • 00:33:50

The Next Great Depression or the Next Value Opportunity?

The next depression? A virus-driven recession? Cyclical recovery? How long? How deep? Our CEO discusses value investing during the COVID-19 crisis. Disclosure This recording...

Episode 0

December 08, 2020 • 00:30:43

Giving Credit: Emerging Markets Banks

Portfolio Manager Rakesh Bordia and Senior Research Analyst Jason Doctor discuss the investment opportunity in emerging markets banks. Recording Date: November 30, 2020 Disclosure...

Episode

March 11, 2024 • 00:20:00

Pzena's Best Ideas 2024

Want to know Pzena’s “best ideas”? Portfolio managers discuss the stocks they are finding most interesting right now on the latest episode of PzenaPerspectives. ...