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

September 16, 2025 • 00:22:06

From Controversy to Conviction: Pzena’s Approach to International Small Caps

Tyler Zedalis, a Director of Client and Portfolio Services, sits down with Portfolio Manager Jason Doctor to discuss Pzena's International Small Cap strategy. Further...

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

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...