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Pzena receives ’Highly Recommended’ rating from Lonsec Research
We are delighted to announce that, for the second year in a row, Lonsec has rated both Pzena’s Global Focused Value and Emerging Markets Value Funds in Australia as 'Highly Recommended'. Retaining Lonsec’s highest rating is recognition of our true-to-label, classic value approach, which we’ve consistently delivered over the last 28 years.
Lonsec is one of Australia’s top research houses, rating over 1,250 investment products. The Highly Recommended rating indicates that Lonsec has very strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. (June 2024)
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Why Pzena thinks the game is on for China’s tough market (Investor Strategy News)
“China’s market is being treated as monolithic, when the opportunity set is far broader and more diverse,” notes Allison Fisch, Pzena President and Portfolio Manager, in a recent IS|N article. At Pzena Investment Management, we see these challenging conditions as a chance to conduct deep fundamental research and identify undervalued opportunities. Read more from Allison and John Goetz, Portfolio Manager and Co-CIO, on why we are closely examining China’s equity market. (June 2024)
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The succession wisdom of an iconic value investor (Australian Financial Review)
“The idea that the CEO has your back is a major advantage on talent acquisition and retention.” Our founder and Co-CIO Richard Pzena sat down with The Australian Financial Review’s Jonathan Shapiro to share the wisdom of his years as a value investor, why he never considered other investing styles, and how he thinks about succession and leadership. (May 2024)
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'A lot of babies have been thrown out with the bathwater’ in China market sell-off (CNBC Asia Squawk Box)
President and Portfolio Manager Allison Fisch was recently interviewed on CNBC's Asia Squawk Box, where she discussed value investing in emerging markets, including China (highlighting Alibaba) and India. (February 2024)
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Allocating Overseas (Citywire US)
Pzena's Co-Chief Investment Officer John Goetz writes about the global valuation dispersion in Citywire US. (December 2023)
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In Conversation with Rakesh Bordia, Portfolio Manager of Pzena Emerging Markets Value Fund (Mutual Fund Observer)
Mutual Fund Observer interviews Portfolio Manager Rakesh Bordia about the Pzena Emerging Markets Value Fund (PZIEX). (September 2023)
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Finding Gems in the Trash Heap (Financial Advisor Magazine)
Financial Advisor Magazine highlights the exceptional track record of Pzena Emerging Markets Value Fund (PZIEX). (August 2023)
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Pzena Mid Cap Value Fund Listed as Top Mid-Cap Performer
Morningstar Magazine highlights our acclaimed Pzena Mid Cap Value Fund (PZIMX) as a top mid-cap performer across multiple time periods. (August 2023)
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Pzena Emerging Markets Value Portfolio Managers featured in Morningstar
Morningstar Magazine’s latest piece highlights our acclaimed Emerging Markets Value trio of portfolio managers Caroline Cai, Allison Fisch, and Rakesh Bordia. While these PMs come from very different backgrounds, they found common ground in deep value investing. (May 2022)
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Top Women-Led/Co-Led Portfolio Management Teams
Portfolio Managers Caroline Cai and Allison Fisch have been recognized by Investment Metrics as one of the top female-led portfolio management teams in Emerging Market Equities with their remarkable performance on the Pzena Emerging Markets Focused Value strategy. (March 2022)
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Exclusive Interview with John Flynn and Insider
John Flynn told Insider about the "pain" he likes to invest in, including where he finds value in tech. (November 2021)
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Value Investing Took a Breath, But the Cycle Shift is Still in its Infancy
Pzena founder and Co-CIO Rich Pzena outlines why he believes we are at the start of a strong value cycle. (August 2021)
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Institutional Investor: European Manager Partners With Multiple Boutiques, Including Value Shop Pzena
Institutional Investor announces Mediolanum International Funds' partnership with Pzena. (June 2021)
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Gaining Perspective Podcast Featuring Rich Pzena
On the Gaining Perspective podcast, our founder and co-CIO Rich Pzena discusses the outlook for value investing with Robert Huebscher, founder and CEO of Advisor Perspectives, one of the leading publications for financial advisors.
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