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
· Where we are finding value now

Recording Date: July 25, 2023

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2023 Mid Year Outlook for Value
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