Two Pzena Funds Receive “Highly Recommended” Ratings from Genium
Pzena Investment Management is proud to announce that both the Pzena Emerging Markets Value Fund and the Pzena Global Focused Value Fund have received the “Highly Recommended” ratings from Genium Investment Partners Limited.
Founded in 1995, Pzena is a New York-based classic value manager with over US$64 billion in funds under management globally. The firm is well established in the Australian and New Zealand institutional markets, currently managing over A$6 billion in these regions, and it has been expanding its presence and capabilities within the wholesale wealth management channels across Australia.
Genium’s “Highly Recommended” rating signifies the highest level of conviction that a strategy can meet its stated investment objective and exceed its relevant peer group. This rating reflects Pzena’s disciplined and rigorous value investment approach, focusing on identifying undervalued companies with strong potential for recovery and long-term growth in the cheapest quintile of their respective investment universes. The investment team, comprising experienced portfolio managers and analysts, conducts thorough research to identify companies with the potential for significant upside.
Genium highlighted Pzena’s strong alignment with investors, noting the firm’s transition to being fully privately-owned. The firm’s extensive research capabilities, demonstrated by its 30-person investment team, combined with a long-term value perspective, position Pzena as a leading value manager in the global investment landscape.
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).
Pzena Emerging Markets Value Fund – Highly Recommended
Pzena Global Focused Value Fund – Highly Recommended
The Genium rating (assigned June 2024) presented in this document is issued by Genium Investment Partners Pty Ltd ABN 13 165 099 785, which is a Corporate Authorised Representative of Genium Advisory Services Pty Ltd ABN 94 304 403 582, AFSL 246580. The Rating is limited to “General Advice” (s766B Corporations Act 2001 (Cth)) and has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without notice. Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision in relation to this financial product(s). Genium receives a fee from the Fund Manager for researching and rating the product(s). Visit Geniumip.com.au for information regarding Genium’s Ratings methodology.
