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The Active Value Advantage
Portfolio Manager John Flynn and Director of Business Development & Client Services Adrian Jackson discuss value investing, taking a deep dive into the historical return profile of the asset class and addressing common misconceptions around the risks of value stocks. John also exposes the flaws of seeking value exposure through value indices and “value-light” strategies.
(October 2023)
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2023 Mid Year Outlook for Value
Co-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, and where we are finding value now.
(July 2023)
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The Big Opportunity in Small Stocks
In this episode, Portfolio Managers Evan Fox and Matt Ring sit down with Pzena's Co-Head of North American Distribution, Valerie Mignone Arnold to discuss the attractive valuations of small cap stocks across the globe. (May 2023)
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Banks, Volatility, and Value
In this episode, Portfolio Manager John Flynn and Senior Research Analyst Eric Hagemann sit down with Pzena's Co-Head of North American Distribution, Valerie Mignone Arnold to discuss the recent volatility and the banking crisis through the lens of value investors. (April 2023)
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ESG Opportunity List
Adrian Jackson hosts this lively discussion where Portfolio Manager John Flynn and ESG Research Analyst Luke Longinotti discuss Pzena's approach to ESG. Pzena's Opportunity List seeks to systematically identify opportunities in our portfolio where material ESG issues exist and engagement could have a positive impact. (March 2023)
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2023 Outlook for Value Webinar Podcast
CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the 2023 outlook for value in this special episode of the PzenaPerspectives podcast. (January 2023)
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Succession is a Process, Not an Event
Founding partners Rich Pzena and Bill Lipsey discuss the process of succession and our next generation of leadership in this special episode of the PzenaPerspectives podcast. (January 2023)
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The Value Opportunity in Europe: As Cheap As It Gets?
Portfolio Manager Miklos Vasarhelyi and Co-Chief Investment Officer John Goetz discuss the current opportunity in Europe for value investors, including some specific companies they find most compelling. (October 2022)
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Value Opportunities in an Uncertain World: PzenaPerspectives
Amidst a war, energy price shocks and broader inflation, Fed rate hikes, and recession concerns, equity markets are under pressure. Where do value stocks stand? (July 2022)
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A Look Into a Management Meeting with Lear Corp
Auto supplier Lear’s profitability has been impacted by cost pressures and the supply chain, but its operating flexibility and product portfolio should help it thrive, as the industry normalizes and electrifies. (June 2022)
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Value Investing: The Recovery of Hope
Managing Principal and Co-Chief Investment Officer John Goetz touches on uncertainty — the quick, fearful response to geopolitical shocks and macro concerns — and the recovery of hope that typically sets the stage for strong value-stock returns. (May 2022)
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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. (March 2022)
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