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

October 29, 2020 • 00:29:09

Value: If Not Now, When?

Value is not dead. Portfolio Managers Caroline Cai and Ben Silver discuss value’s underperformance and potential catalysts that may already be signaling a shift...

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 0

November 23, 2021 • 00:28:38

Highlighted Holding - Fresenius Medical Care

The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of which...