Who We Are

Who We Are


The firm began managing assets on January 1, 1996. Our solid return record and reputation for business integrity, research excellence, and devotion to our investment philosophy has led to significant growth in our business. The firm manages value equity portfolios for leading endowments/foundations and pension plans, and for individual investors from around the world. We are based in New York City and have offices in London and Melbourne for business development and client service.

Our Mission

  • To be recognized as a premier global investment manager

  • To deliver "best in class" client service

  • To create a culture that enables us to attract and retain the best people

Our Mission

  • To be recognized as a premier global investment manager

  • To deliver "best in class" client service

  • To create a culture that enables us to attract and retain the best people


Our Culture

We are proud of the culture we have built:

  • We are one team: investment research, client service, and administration

  • We share a passion for excellence

  • We seek partners rather than employees

Our Culture

We are proud of the culture we have built:

  • We are one team: investment research, client service, and administration

    Working together makes each aspect of the firm stronger.

  • We share a passion for excellence

    From the beginning our goal of investment excellence has driven every decision we make.

  • We seek partners rather than employees

    Everyone in our firm is eligible to be a partner. Our retention levels, our shared sense of purpose with our clients, and our team orientation are enhanced by our culture of ownership. We currently have 43 employee partners who together own 55% of the firm.

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Why Pzena?

  • Discipline

  • Our investment team has the right blend of skills

  • Employee-ownership

  • We limit capacity

  • A long-term focus

Why Pzena?

  • Discipline

    We adhere to our strict valuation discipline in all market conditions.

  • Our investment team has the right blend of skills

    Our analysts have backgrounds from corporate management, management consulting, accounting, and Wall Street, which we believe offers us a uniquely practical perspective from which to make investment decisions.

  • Employee-ownership

    Broad and significant employee ownership allows us to attract and retain the best people.

  • We limit capacity

    We close products to preserve our ability to outperform.

  • A long-term focus

    While most investors obsess over near-term results, we stay focused on the true long-term value of a business.

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