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Pzena Emerging Markets Value Fund Receives “Highly Commended” Rating from Financial Newswire

06 January 2025

3 min read

We are pleased to announce that Financial Newswire has recognized our Emerging Markets Value Wholesale Fund as “Highly Commended” in their 2024 awards*. This is a testament to our disciplined approach to global value investing. 

*Pzena Investment Management, LLC (“PIM”) received the ‘Highly Commended’ designation for the 2024 Financial Newswire/ SQM Research Fund Manager of the Year Awards for the Pzena Emerging Markets Value Wholesale Fund. This award was based on the time period 31 May 2021 – 31 May 2024. PIM did not provide any compensation in connection with obtaining this award. 

For more information about Pzena Investment Management and our investment strategies, please visit our website www.pzena.com or reach out to the team at Pzena investment Management Australia (Paul Whymper-Williams, whymper-williams@pzena.com or John Jardim, jardim@pzena.com).

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HIGHLY COMMENDED

PZENA EMERGING MARKETS VALUE FUND

Further Information

These materials are intended solely for informational purposes. The views expressed reflect the current views of Pzena Investment Management, LLC (“PIM”) as of the date hereof and are subject to change. PIM is a registered investment adviser registered with the United States Securities and Exchange Commission. PIM does not undertake to advise you of any changes in the views expressed herein. There is no guarantee that any projection, forecast, or opinion in this material will be realized.  Past performance is not indicative of future results.

All investments involve risk, including loss of principal. The price of equity securities may rise or fall because of economic or political changes or changes in a company’s financial condition, sometimes rapidly or unpredictably. Investments in foreign securities involve political, economic and currency risks, greater volatility and differences in accounting methods. These risks are greater for investments in Emerging Markets. Investments in small-cap or mid-cap companies involve additional risks such as limited liquidity and greater volatility than larger companies. PIM’s strategies emphasize a “value” style of investing, which targets undervalued companies with characteristics for improved valuations. This style of investing is subject to the risk that the valuations never improve or that returns on “value” securities may not move in tandem with the returns on other styles of investing or the stock market in general.

This document does not constitute a current or past recommendation, an offer, or solicitation of an offer to purchase any securities or provide investment advisory services and should not be construed as such. The information contained herein is general in nature and does not constitute legal, tax, or investment advice.  PIM does not make any warranty, express or implied, as to the information’s accuracy or completeness. Prospective investors are encouraged to consult their own professional advisers as to the implications of making an investment in any securities or investment advisory services.

For Australia and New Zealand Investors Only:

This document has been prepared and issued by Pzena Investment Management, LLC (ARBN 108 743 415), a limited liability company (“Pzena”). Pzena is regulated by the Securities and Exchange Commission (SEC) under U.S. laws, which differ from Australian laws. Pzena is exempt from the requirement to hold an Australian financial services license in Australia in accordance withASIC Class Order CO 03/1100 and the transitional relief under ASIC Corporations (Repeal and Transitional) Instrument 2016/396, extended through 31 March 2026 by ASIC Corporations (Amendment) Instrument 2024/497. Pzena offers financial services in Australia to ‘wholesale clients’ only pursuant to that exemption. This document is not intended to be distributed or passed on, directly or indirectly, to any other class of persons in Australia.

In New Zealand, any offer is limited to ‘wholesale investors’ within the meaning of clause 3(2) of Schedule 1 of the Financial Markets Conduct Act 2013 (‘FMCA’). This document is not to be treated as an offer, and is not capable of acceptance by, any person in New Zealand who is not a Wholesale Investor.

© Pzena Investment Management, LLC, 2024.  All rights reserved.