The Next Great Depression or the Next Value Opportunity?

April 17, 2020

Our CEO and co-CIO Rich Pzena recently sat down with our President Bill Lipsey for their second “fireside chat” since the outbreak of the COVID-19 crisis. The conversation focused on where we see the most significant investment opportunities and how we are assessing companies’ abilities to get to the other side of this crisis intact, touching on the history of extreme market volatility as a long-term investment signal.

We hope you find their discussion insightful.

The Next Great Depression or the Next Value Opportunity?
PzenaPerspectives

 
 
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