2024 Mid-Year Global Outlook for Value Webinar
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
For the audio-only version of this conversation:
The Power of Patience (Podcast)
For further discussion on our 2024 mid-year outlook, please see our 2Q commentary,
“US Dominance and Global Market Trends: A 2024 Mid-Year Analysis”:
Second Quarter 2024 Commentary
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