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Interview with REV Group Inc. CEO, Rod Rushing
As value investors, we look for good companies with temporary problems, and found one such opportunity in specialty vehicle manufacturer REV Group.
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Highlighted Holding - Ambev
Portfolio Manager Allison Fisch and Research Analyst Lawrence Paustian discuss Pzena’s investment in Ambev on the latest episode of the PzenaPerspectives podcast. (January 2022)
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Highlighted Holding - Fresenius Medical Care
Senior Research Analyst Eric Hagemann and Portfolio Manager John Flynn discuss Pzena's recent investment in Fresenius Medical Care on the latest episode of the PzenaPerspectives podcast. (November 2021)
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The Utility of ESG Scores in the Investment Process
ESG analyst Rachel Segal and Portfolio Manager Rakesh Bordia examine the relationship between ESG scores and investment performance, and observe that there is a significantly stronger relationship between investment performance and a company’s potential for ESG improvement, as compared to the company’s ESG score. (May 2021)
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Highlighted Holding - Michelin
Michelin’s business franchise is, in many ways, second-to-none: technical leadership, brand loyalty, and premium pricing. A comprehensive restructuring plan is aimed at delivering structurally higher profitability. Research Analyst Akhil Subramanian and Co-CIO John Goetz discuss Pzena's research process and our view of the opportunity. (April 2021)
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Energy Investments in a Zero-Carbon World
Co-CIO John Goetz, portfolio manager TVR Murti, and ESG research analyst Rachel Segal discuss the opportunities presented by the upcoming transition for the energy sector. (March 2021)
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Value Investing Masterclass: Joel Greenblatt and Rich Pzena
Listen to a discussion on value investing by legendary investors and long-time friends Joel Greenblatt (Gotham Funds) and Rich Pzena (Pzena Investment Management), moderated by investment strategist Steve Galbraith. (March 2021)
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2021 Outlook for Value
CEO/Co-CIO Rich Pzena and Portfolio Manager Allison Fisch talk about the turn in value’s favor and what’s in store in 2021. (January 2021)
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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 and what the future may hold. (December 2020)
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Giving Credit: Emerging Markets Banks
Listen as Portfolio Manager Rakesh Bordia and Senior Research Analyst Jason Doctor discuss the investment opportunity in emerging markets banks. (November 2020)
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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 when others deviate. (November 2020)
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Value: If Not Now, When?
Portfolio Managers Caroline Cai and Ben Silver discuss the drivers and sustainability of growth’s outperformance, the potential catalysts that may already be signaling a shift from growth to value along with a study of past recessions in the U.S. and Japan. (October 2020)
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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 Manager Evan Fox and Senior Research Analyst Eric Hagemann discuss some of the opportunities we've uncovered. (August 2020)
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Questioning Conventional Wisdom on Risk and Return
How should we measure risk? The Sharpe ratio compares long-term returns with short-term volatility, which seems odd to us. Rich Pzena and Bill Lipsey provide a deep value manager’s perspective on risk and return. (July 2020)
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Global Banks: Resilience in the Face of Crisis
Against the volatile backdrop of today’s economic environment, bank stocks stand out. In our view, the banking system today can sustain a once-in-a-century level of loan losses without meaningful dilution to equity owners. Portfolio Manager John Flynn and Senior Research Analyst Eric Hagemann analyze today's value opportunity in global banks. (June 2020)
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The Staying Power of Global Businesses in an Environment of Extreme Uncertainty
Uncertainty is at exceptional levels. Our co-CIO John Goetz and PM Allison Fisch offer an update on our Global and EM portfolios, discussing how the halt in activity is affecting companies and the research necessary to evaluate if companies can survive a prolonged downturn. (April 2020)
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The Next Great Depression or the Next Value Opportunity?
The next depression? A virus-driven recession? Cyclical recovery? How long? How deep? Our CEO discusses value investing during the COVID-19 crisis.
(April 2020)
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Investment Management in Times of Crisis
CEO and Co-CIO Rich Pzena talks with our President Bill Lipsey to explain how Pzena Investment Management is conducting business and managing portfolios during the COVID–19 crisis. (March 2020)
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