Featured Videos![]() 2024 Mid-Year Global Outlook for Value WebinarCEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by Director of Business Development and Client Services, Kate Phillips. The discourse is followed by a live Q&A session
Topics include:
• the importance of having a long-term perspective
• the continuing impact of concentrated markets
• the opportunity in Chinese equities ![]() Q2 2024 – International Value Quarterly UpdateCEO and Portfolio Manager Caroline Cai provides an update on the second quarter for our International Value strategy. ![]() Q2 2024 – International Small Cap Value Quarterly UpdatePortfolio Manager Jason Doctor provides an update on the second quarter for our International Small Cap Value strategy. ![]() The Inside Network: INDepth with Ben SilverBen Silver speaks with James Dunn of The Inside Network about the "secret sauce" of deep value investing for their INDepth series. ![]() 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: Q2 2024 |
Full Library![]() CEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by Director of Business Development and Client Services, Kate Phillips. The discourse is followed by a live Q&A session
Topics include:
• the importance of having a long-term perspective
• the continuing impact of concentrated markets
• the opportunity in Chinese equities 2024 Mid-Year Global Outlook for Value Webinar![]() Ben Silver speaks with James Dunn of The Inside Network about the "secret sauce" of deep value investing for their INDepth series. The Inside Network: INDepth with Ben Silver![]() Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors.
Topics include:
· Finding value when the equity risk premium is low
· The opportunity in China for value investors
· The impact of the “Magnificent Seven” 2024 Global Outlook for Value Webinar![]() 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
· Where we are finding value now 2023 Mid Year Outlook for Value Webinar![]() Research 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 |