Value Opportunities in an Uncertain World

October 05, 2022 00:35:46
Value Opportunities in an Uncertain World
PzenaPerspectives
Value Opportunities in an Uncertain World

Oct 05 2022 | 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

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

March 14, 2025 00:34:06
Episode Cover

The Value Stocks to Watch - 2025

In this episode, a selection of our Portfolio Managers across different strategies weigh in on their 'stocks to watch' for the upcoming year.Thanks to:John...

Listen

Episode 0

October 16, 2023 00:19:04
Episode Cover

Active Value Advantage

Portfolio Manager John Flynn and Director of Business Development & Client Services Adrian Jackson discuss value investing, taking a deep dive into the historical...

Listen