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

August 27, 2020 • 00:34:01

Rare Opportunity in Small Cap Stocks

The cheapest small cap stocks (based on our valuation) are trading at some of the lowest levels we've seen in almost a decade. Portfolio...

Episode 0

December 18, 2023 • 00:31:11

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...

Episode 0

March 17, 2020 • 00:35:08

Investment Management in Times of Crisis

CEO and Co-CIO Rich Pzena talks with our President Bill Lipsey to explain how Pzena Investment Management is conducting business and managing portfolios during...