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Thought Leadership

Living in a Concentrated World

Global equity markets have grown more concentrated, led by the U.S. and a few dominant stocks. Declining concentration could favor value stocks and active investment strategies over time.

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Webinars

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.

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ESG, Thought Leadership

Engagement Outcomes (4Q 2024)

This quarter, we provide examples of our stewardship and engagement activities, illustrating our ongoing commitment to long-term active ownership.

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Living in a Concentrated World

2024 Stewardship Report

Europe ex UK Value Update

Engagement Outcomes (4Q 2024)

Highlighted Holding: Dollar General

Highlighted Holding: Ibstock

Significant Proxy Votes (3Q 2024)

The Case for EM Value

The Power of Patience: Unlocking Value Investing’s Long-Term Rewards

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