Video Library

Ben Silver speaks with James Dunn of The Inside Network about the "secret sauce" of deep value investing for their INDepth series.

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”

Ben Silver speaks with James Dunn of The Inside Network for their IN60 series.

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

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.

CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the outlook for value in 2023.  

Founding partners Rich Pzena and Bill Lipsey discuss the process of succession and our next generation of leadership.