Our Process


How We Invest

Proprietary research and discipline

Our Value Universe


Sorting the cheapest stocks in an investment
universe with a proprietary screening tool
enables us to optimize our research focus

 
 

How We Measure Value


Using normalized earnings instead of price-
to-book ratios can provide a more
comprehensive picture of a company’s long-
term earnings potential

Normalized earnings are what we expect a
company to earn across a business cycle.

Stock Selection


Building high active share, concentrated portfolios that are centered around intelligent decisions and research

 
 

From the Ground Up


Engaging regularly with company management to ask questions that get to the bottom of a company’s undervaluation

Environmental, Social, and Governance (ESG)


ESG analysis is an inherent part of our dedication to finding value. At Pzena, ESG integration means understanding how environmental, social, or governance issues might affect long-term normalized earnings. We continue to expand our ESG capabilities, adding a dedicated ESG research analyst to the research team and becoming a signatory of the Principles for Responsible Investment in early 2018. ESG Investing Approach

Contact us for more information
FUNDS

Client satisfaction is our biggest priority. We cater to our clients’ needs and provide access to our strategies through different vehicles. All our portfolios follow the same process to fulfill our goal of generating long-term alpha.

  • Learn more about the US mutual funds we offer.
  • Learn more about the UCITS funds we offer.