Newsroom

Article

Fear, Euphoria and the Emerging-Markets Opportunity Investors Keep Missing

President and PM Allison Fisch discusses why Pzena believes value investing is not only applicable in emerging markets but may be especially well-suited to them.

August 5, 2026 | The Inside Adviser

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Article

AI Destruction: The Fear Value Investors are Quietly Buying

Co-CIO and PM John Goetz discussed how AI-driven fear has been driving new research opportunities outside the United States for value investors, and how Pzena is actively putting that to work.

August 5, 2026 | The Inside Adviser

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Article

The AI Trade is Shifting From Chips to Chinese Platforms

Our CEO and Portfolio Manager Caroline Cai recently discussed our shift in AI-related positioning with The Inside Adviser and how we have trimmed some of the hardware names that have already re-rated and moved towards the Chinese digital platform space.

July 31, 2026 | The Inside Adviser

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Article

Physical climate risk moves from ESG debate to enterprise value risk

The Inside Adviser discusses our research on how physical climate risk can affect enterprise value through stranded assets, margin pressure, and reduced financing availability. 

July 22, 2026 | The Inside Adviser

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Article

How Boutique Managers Turn Narrow Focus Into a Weapon Against Mega-Managers

Pensions & Investments recently spoke with our President, Allison Fisch, about what it means to build a lasting investment firm around a single, focused philosophy, as well as succeeding as a boutique firm in a landscape of large asset managers.

July 21, 2026 | Pensions & Investments

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Video

S&P Valuations Are Stretched – Why Value Stocks Could Outperform

Co-CIO, Founder, and Portfolio Manager Rich Pzena discusses what deep value means at Pzena, the favorable entry point for investors today, and the largest holdings in the Pzena U.S. Large Cap Value ETF.

June 24, 2026 | TheStreet

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Video

Finding Value in the AI Wreckage with Pzena Investment Management

CEO Caroline Cai sits down with Jonathan Ramsey of InvestSense to discuss where we see a meaningful difference between the cyclical pressures weighing on near-term revenues and the structural disruption risk the market appears to be pricing in.

June 23, 2026 | InvestSense

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Article

Oil shocks hurt markets, but expensive stocks have often fared worse

The Inside Adviser reviews our analysis revisiting four historical oil shock episodes We examine how starting valuation shaped the severity of drawdowns and the speed of recovery.

June 22, 2026 | The Inside Adviser

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Article

Emerging markets investors face a more complex AI opportunity

In this Inside Adviser feature, Portfolio Manager Akhil Subramanian discusses how Pzena navigates AI’s polar dynamics through our focus on normalized earnings and valuation discipline.  

June 10, 2026 | The Inside Adviser

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Article

Pzena CEO on top value stocks and EM ‘silliness’

CEO Caroline Cai recently spoke with Citywire about the diverse opportunity set Pzena is exploring in emerging markets, including tech giants, a packaged foods company, and a truck-engine manufacturer.

June 4, 2026 | Citywire

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Article

Why Deep Value Could be the Surprise Winner in 2026

Co-CIO and Portfolio Manager John Goetz discusses why wide valuation spreads matter and where the real risk in today’s market may be hiding.

May 27, 2026 | The Inside Network

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Article

High Conviction, Value, and Fundamentals-First ETFs

President Allison Fisch joins First Look ETF to discuss our two newly launched ETFs and the 30-year investment philosophy behind them.

May 27, 2026 | ETF Central

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