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

April 23, 2020 00:33:50
Episode Cover

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...

Listen

Episode 0

March 17, 2021 00:34:08
Episode Cover

Energy Investments in a Zero-Carbon World

Co-CIO John Goetz, energy analyst TVR Murti, and ESG analyst Rachel Segal discuss the opportunities presented by the upcoming transition for the energy sector....

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