Latest Episodes
0
The Beginning of the Great Rotation to Value?
Co-CIO John Goetz discusses the drivers of a potential rotation back to sensible valuations, then answers questions about the current state of value investing...
0
Giving Credit: Emerging Markets Banks
Portfolio Manager Rakesh Bordia and Senior Research Analyst Jason Doctor discuss the investment opportunity in emerging markets banks. Recording Date: November 30, 2020 Disclosure...
0
Staying the Course, or Why Being a Disciplined Value Investor is so Hard!
Listen as our CEO/Co-CIO Rich Pzena and President Bill Lipsey discuss Pzena Investment Management's value investing discipline and explain why we're staying the course...
0
Value: If Not Now, When?
Value is not dead. Portfolio Managers Caroline Cai and Ben Silver discuss value’s underperformance and potential catalysts that may already be signaling a shift...
0
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...
0
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...