Featured Videos 2023 Mid Year Outlook for Value WebinarCo-CIO Rich Pzena and Portfolio Manager Miklos Vasarhelyi discuss the current opportunity for disciplined value investors.
Topics include:
· The YTD growth outperformance driven by mega-caps, and the associated historical context
· Our view of the banking sector in both the US and Europe
· Where we are finding value now  Holding Update: Charter CommunicationsResearch Analyst Lawrence Paustian discusses Charter Communications, an American telecommunications and mass media company recently added to our Global and U.S. Large Cap portfolios. |
Quarterly Strategy Updates: Q3 2023 |
Full LibraryCo-CIO Rich Pzena and Portfolio Manager Miklos Vasarhelyi discuss the current opportunity for disciplined value investors.
Topics include:
· The YTD growth outperformance driven by mega-caps, and the associated historical context
· Our view of the banking sector in both the US and Europe
· Where we are finding value now 2023 Mid Year Outlook for Value WebinarResearch Analyst Lawrence Paustian discusses Charter Communications, an American telecommunications and mass media company recently added to our Global and U.S. Large Cap portfolios. Holding Update: Charter Communications CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the outlook for value in 2023. 2023 Outlook for Value Webinar Founding partners Rich Pzena and Bill Lipsey discuss the process of succession and our next generation of leadership. Succession is a Process, Not an Event |
Pzena 101: A Value Investing Video Primer |
Quarterly Strategy Updates: Historical |
