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

December 29, 2020 00:34:24
Episode Cover

The Beginning of the Great Rotation to Value?

Co-CIO John Goetz discusses the drivers of a potential rotation back to sensible valuations, then answers questions about the current state of value investing...

Listen

Episode

October 14, 2025 00:24:54
Episode Cover

Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally

Tyler Zedalis, Director of Client and Portfolio Services, sits down with Portfolio Manager Evan Fox, CFA to discuss Global Small Caps, the valuation gap...

Listen

Episode 0

November 23, 2021 00:28:38
Episode Cover

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...

Listen