Newsroom

Article

Cheapskate Engagement is a Winning Formula

In Citywire’s Funds Insider report, Pzena portfolio manager Rakesh Bordia explains why value and emerging markets are a perfect fit.

December 20, 2024 | Citywire

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Article

Value Equities

In Citywire’s special due diligence report, Pzena portfolio manager Benjamin Silver shares his perspective on value opportunities in the auto supply sector. 

December 19, 2024 | Citywire

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Article

What “Quality” Means to These Stock Pickers

Co-CIO John Goetz joined a panel of leading investors hosted by Genevieve Frost from Netwealth. Read for highlights including what “quality” means, how to think about AI’s impact, and why discernment is critical in uncertain markets.

December 4, 2024 | Livewire

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Article

International Small-Cap Fund Finds Value in Industrials and Materials Space

Our Director of Research Matt Ring covers numerous topics, including Europe’s exceptionally low valuations, Japan’s small-cap potential, and our process to identify resilient companies, with The Wall Street Transcript.

November 26, 2024 | The Wall Street Transcript

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Article

Pzena CEO: Excited about opportunities in China, Japan

Portfolio Manager and Pzena CEO Caroline Cai guested on CNBC’s Squawk Box to discuss China’s discounted valuations and more.

November 21, 2024 | CNBC Squawk Box

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Release

New Overall 5-Star Morningstar Rating for Emerging Markets Value

Pzena Emerging Markets Value Fund (PZIEX/PZVEX) holds an Overall Morningstar Rating™ of 5 stars as of 10/31/2024.

November 13, 2024 | Morningstar

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Article

Why Value is Better at Taking Market Beat-downs

Investor Strategy News covered our recent PzenaPerspectives podcast with Portfolio Manager John Flynn on why value tends to rebound faster from downturns.

November 12, 2024 | Investor Strategy News

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Article

Wells Fargo Could Finally Put Its Scandals Behind It

A recent Barron’s article highlights Wells Fargo’s recovery potential, with Pzena’s Daniel Babkes offering insights into why we believe the stock is undervalued. Read the full analysis in this article from Andrew Bary for more.

October 10, 2024 | Barron’s

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Article

Small & Mid Caps: Garden of Growth

Evan Fox, Portfolio Manager at Pzena, shares compelling research on the potential of small caps, revealing the current valuation gap in the small cap market is one of the widest in decades. We believe now is the time to consider these opportunities for your portfolio.

July 2, 2024 | Citywire Due Diligence Report

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Article

In Conversation with Rakesh Bordia, Portfolio Manager of Pzena Emerging Markets Value Fund

Portfolio Manager Rakesh Bordia recently spoke with Mutual Fund Observer about Pzena’s approach to value investing in emerging markets – based on our disciplined process and deep fundamental research – along with discussion of China and active vs. passive investing.

May 23, 2024 | Mutual Fund Observer

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Article

The Succession Wisdom of an Iconic Value Investor

The idea that the CEO has your back is a major advantage on talent acquisition and retention.” Our founder and Co-CIO Richard Pzena sat down with The Australian Financial Review’s Jonathan Shapiro to share the wisdom of his years as a value investor, why he never considered other investing styles, and how he thinks about succession and leadership.

May 8, 2024 | Australian Financial Review

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Video

‘A lot of babies have been thrown out with the bathwater’ in China market sell-off

President and Portfolio Manager Allison Fisch was recently interviewed on CNBC’s Asia Squawk Box, where she discussed value investing in emerging markets, including China (highlighting Alibaba) and India.

February 7, 2024 | CNBC Asia Squawk Box

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