Latest Episodes
2024 Global Outlook for Value
Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics include: · Finding value...
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Finding Value in China
Portfolio Manager Akhil Subramanian and Co-Chief Investment Officer John Goetz discuss the current opportunity in China for value investors, including companies they find most...
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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...
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2023 Mid Year Outlook for Value
Co-CIO Rich Pzena and Portfolio Manager Miklos Vasarhelyi discuss the current opportunity for disciplined value investors. Topics include: · The YTD growth outperformance driven...
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The Big Opportunity in Small Stocks
In this episode, Portfolio Managers Evan Fox and Matt Ring sit down with Pzena’s Co-Head of North American Distribution, Valerie Mignone Arnold to discuss...
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Banks, Volatility, and Value
In this episode, Portfolio Manager John Flynn and Senior Research Analyst Eric Hagemann sit down with Pzena’s Co-Head of North American Distribution, Valerie Mignone...