PzenaPerspectives

Mar 14 2025 41 ep. 32 mins 20
PzenaPerspectives Podcast artwork

Value investing insights directly from senior investment personnel at Pzena Investment Management.

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The Value Stocks to Watch - 2025

Mar 14 2025 34 mins  
In this episode, a selection of our Portfolio Managers across different strategies weigh in on their 'stocks to watch' for the upcoming year.Thanks to:John Goetz, Co-CIO & Portfolio ManagerMatthew Ring, Director of Research & Portfolio ManagerAkhil Subramanian, Portfolio ManagerEvan Fox, CFA, Portfolio ManagerMiklos Vasarhelyi, Portfolio ManagerTakashi Okumura, Portfolio ManagerDan

2025 Global Outlook for Value

Jan 31 2025 56 mins  
President/PM Allison Fisch and Co-CIO/PM Rich Pzena discuss the benefits of a disciplined approach to value investing in today’s market, hosted by Global Head of Consultant Relations, Dean Papas. The discourse is followed by a live Q&A session. Topics include: outlook for value in 2025 continued impact of concentrated markets the opportunity for stocks outside the US For Professi

Exploring the Impact of AI on Global Equity Markets

Dec 05 2024 12 mins  
As AI dominates headlines and reshapes market dynamics, how should value investors navigate this rapidly evolving landscape? Portfolio Manager and Director of Research Matt Ring and Partner and member of our Client Services team Tyler Zedalis discuss the ripple effects of AI across industries, the importance of valuation discipline, and how we use AI to enhance—but never replace�

Value Investing During Drawdowns

Oct 24 2024 16 mins  
Disclosure For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. These materials are intended solely for informational purposes. The views expressed reflect the current views of Pzena Investment Management (“PIM”) as of the date hereof and are subject to change. PIM is a registe

Why Invest Outside the US

Sep 23 2024 17 mins  
In today’s episode, our Director of National Accounts Peter Quinn speaks with Portfolio Manager and Co-Chief Investment Officer John Goetz about the current opportunity in non-US equities. For additional context on the data presented don’t miss our written piece, “Why Invest Outside the US?” available on www.pzena.com. For Professional Investors Only. This recording is for

The Power of Patience: Unlocking Value Investing's Long-Term Rewards

Jul 25 2024 45 mins  
CEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by Director of Business Development and Client Services, Kate Phillips. The discourse is followed by a live Q&A session. Topics include: the importance of having a long-term perspective the continuing impact of concentrated markets the

Building on Value: A New Opportunity in Credit

Jun 20 2024 25 mins  
Our Vice Chairman Bill Lipsey sits down with Founder Rich Pzena and our Head of Leveraged Loans/High Yield Credit Mark Heron to discuss the launch of the Pzena Focused Credit Opportunities strategy – including how it came to be, how it aligns with our value philosophy, and how it benefits from the industry expertise of our equity research team. This recording is for institutional

The Case for China: Investing Beyond the Headlines

Apr 12 2024 29 mins  
Portfolio Managers Allison Fisch and John Goetz discuss value opportunities in the Chinese market. Recording Date: April 2024 For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. These materials are intended solely for informational purposes. The views expressed reflect the current

Pzena's Best Ideas 2024

Mar 11 2024 20 mins  
Want to know Pzena’s “best ideas”? Portfolio managers discuss the stocks they are finding most interesting right now on the latest episode of PzenaPerspectives. Recording Date: February 2024 Disclosure For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. These materials are i

2024 Global Outlook for Value

Jan 16 2024 55 mins  
Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics include: · Finding value when the equity risk premium is low · The opportunity in China for value investors · The impact of the “Magnificent Seven” (January 2024) For Professional Investors Only. This recording is for institutional