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 29, 2020 00:38:17
Episode Cover

The Staying Power of Global Businesses in an Environment of Extreme Uncertainty

Uncertainty is at exceptional levels. The halt in activity today is unlike slowdowns we’ve seen before, and it’s affecting companies in a variety of...

Listen

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

July 21, 2022 00:36:16
Episode Cover

A Look Into A Management Meeting with Lear Corp

Auto supplier Lear’s profitability has been impacted by cost pressures and the supply chain, but its operating flexibility and product portfolio should help it...

Listen