A Look Into A Management Meeting with Lear Corp

PzenaPerspectives

Jul 21 2022 | 00:36:16

00:00 / 00:36:16

Show Notes

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 thrive, as the industry normalizes and electrifies. Listen in on a real-life manager’s meeting with Lear CEO Ray Scott, Lear CFO Jason Cardew, and Pzena Portfolio Manager’s Ben Silver, Andrew Chung […]

Other Episodes

Episode 0

March 10, 2021 • 00:59:19

Value Investing Masterclass: Joel Greenblatt and Rich Pzena

Listen to a discussion on value investing by legendary investors and long-time friends Joel Greenblatt (Gotham Funds) and Rich Pzena (Pzena Investment Management), moderated...

Episode 0

August 10, 2023 • 00:47:36

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...

Episode 0

July 13, 2020 • 00:17:10

Questioning Conventional Wisdom on Risk and Return

We think average 10-year returns present a fair picture of investment skill. But how to measure risk? The Sharpe ratio compares long-term returns with...