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

January 21, 2020 • 00:37:45

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...

Episode

September 16, 2025 • 00:22:06

From Controversy to Conviction: Pzena’s Approach to International Small Caps

Tyler Zedalis, a Director of Client and Portfolio Services, sits down with Portfolio Manager Jason Doctor to discuss Pzena's International Small Cap strategy. Further...

Episode 0

March 10, 2021 • 00:59:19

Value Investing Masterclass: Joel Greenblatt and Rich Pzena

Listen to a discussion on value investing by legendary investors and long-time friends Joel Greenblatt (Gotham Funds) and Rich Pzena (Pzena Investment Management), moderated...