Value Opportunities in an Uncertain World

PzenaPerspectives

Oct 05 2022 | 00:35:46

00:00 / 00:35:46

Show Notes

Much has changed since our 2022 outlook – a war, energy price shocks and broader inflation, Fed rate hikes, and recession concerns, to name a few. With equity markets under pressure, where do value stocks stand? Portfolio Manager Allison Fisch and Co-Chief Investment Officer John Goetz discuss their mid-year outlook. (Recorded in July 2022) Disclosure […]

Other Episodes

Episode 0

December 29, 2020 • 00:34:24

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...

Episode

April 27, 2022 • 00:48:26

Interview with REV Group Inc. CEO, Rod Rushing

As value investors, we look for good companies with temporary problems, and found one such opportunity in specialty vehicle manufacturer REV Group. Portfolio Manager...

Episode 0

April 23, 2020 • 00:33:50

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...