Featured Videos![]() The Inside Network: INDepth with Ben SilverBen 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 WebinarCo-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” ![]() Holding Update: Charter CommunicationsResearch Analyst Lawrence Paustian discusses Charter Communications, an American telecommunications and mass media company recently added to our Global and U.S. Large Cap portfolios. |
Quarterly Strategy Updates: Q2 2024 |
Full Library![]() Ben Silver speaks with James Dunn of The Inside Network about the "secret sauce" of deep value investing for their INDepth series. The Inside Network: INDepth with Ben Silver![]() 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” 2024 Global 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 2023 Mid Year Outlook for Value Webinar![]() 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. Holding Update: Charter Communications![]() CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the outlook for value in 2023. 2023 Outlook for Value Webinar![]() Founding partners Rich Pzena and Bill Lipsey discuss the process of succession and our next generation of leadership. Succession is a Process, Not an Event |
Pzena 101: A Value Investing Video Primer |
Quarterly Strategy Updates: Historical |