2025 Global Outlook for Value Webinar (AU/NZ Exclusive)
President/PM Allison Fisch and Co-CIO/PM Rich Pzena discuss the benefits of a disciplined approach to value investing in today’s market, hosted by Head of Australia and New Zealand, John Jardim. The discourse is followed by a live Q&A session.
For further discussion on our outlook for 2025, please see our 4Q commentary, “Living in a Concentrated World”:
Fourth Quarter 2024 Commentary
More videos like this:
2025 Global Outlook for Value Webinar (AU/NZ Exclusive)
President/PM Allison Fisch and Co-CIO/PM Rich Pzena discuss the benefits of a disciplined approach to value investing in today’s market, hosted by Head of Australia and New Zealand, John Jardim. The discourse is followed by a live Q&A session.
2025 Global Outlook for Value Webinar
President/PM Allison Fisch and Co-CIO/PM Rich Pzena discuss the benefits of a disciplined approach to value investing in today’s market, hosted by Global Head of Consultant Relations, Dean Papas. The discourse is followed by a live Q&A session. Topics include outlook for value in 2025, continued impact of concentrated markets, and the opportunity for stocks outside the US.
The Inside Network: IN60 with Akhil Subramanian
True value investor: Pzena Investment Management Portfolio Manager Akhil Subramanian speaks to Mishan Dahia from The Inside Network for their INDepth series.
The Inside Network: INDepth with Akhil Subramanian
Deep value investing in emerging markets: Pzena Investment Management Portfolio Manager Akhil Subramanian speaks to Mishan Dahia from The Inside Network on deep value investing in emerging markets for their INDepth series.
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. Topics include the importance of having a long-term perspective, the continuing impact of concentrated markets, and the opportunity in Chinese equities.
The Inside Network: INDepth with Caroline Cai
The science of finding under-valued global gems: Pzena Investment Management CEO Caroline Cai goes in-depth with James Dunn from The Inside Network for their INDepth series.
The Inside Network: INDepth with Ben Silver
Ben Silver speaks with James Dunn of The Inside Network about the "secret sauce" of deep value investing for their INDepth series.
2024 Global Outlook for Value Webinar
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”
The Inside Network: IN60 with Ben Silver
Ben Silver speaks with James Dunn of The Inside Network for their IN60 series.
2023 Mid Year 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
Holding Update: Charter Communications
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.
2023 Outlook for Value Webinar
CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the outlook for value in 2023.
Succession is a Process, Not an Event
Founding partners Rich Pzena and Bill Lipsey discuss the process of succession and our next generation of leadership.
