Featured VideosQ3 2024 – International Small Cap Value Quarterly UpdateResearch Director and Portfolio Manager Matt Ring provides an update on the third quarter for our International Small Cap Value strategy. Q3 2024 – Large Cap Value Quarterly UpdatePortfolio Manager Daniel Babkes provides an update on the third quarter for our Large Cap Value strategies. Q3 2024 – Mid Cap Value Quarterly UpdatePortfolio Manager John Flynn provides an update on the third quarter for our Mid Cap Value strategies. Q3 2024 – International Value Quarterly UpdatePortfolio Manager Rakesh Bordia provides an update on the third quarter for our International Value strategies. Q3 2024 – Small Cap Value Quarterly UpdatePortfolio Manager Evan Fox, CFA provides an update on the third quarter for our Small Cap Value strategies. Q3 2024 – Global Value Quarterly UpdatePortfolio Manager Ben Silver provides an update on the third quarter for our Global Value strategies. Q3 2024 – Emerging Markets Quarterly UpdatePortfolio Manager Akhil Subramanian provides an update on the third quarter for our Emerging Markets Value strategies. The Inside Network: IN60 with Akhil SubramanianTrue value investor: Pzena Investment Management Portfolio Manager Akhil Subramanian speaks to Mishan Dahia from The Inside Network for their INDepth series. The Inside Network: INDepth with Akhil SubramanianDeep value investing in emerging markets: Pzena Investment Management Portfolio Manager Akhil Subramanian speaks to Mishan Dahia from The Inside Network on deep value investing in emerging markets for their INDepth series. Q2 2024 – Large Cap Value Quarterly UpdatePortfolio Manager Dan Babkes provides an update on the second quarter for our Large Cap Value strategy. 2024 Mid-Year Global Outlook for Value WebinarCEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by Director of Business Development and Client Services, Kate Phillips. Topics include the importance of having a long-term perspective, the continuing impact of concentrated markets, and the opportunity in Chinese equities.
Q2 2024 – International Value Quarterly UpdateCEO and Portfolio Manager Caroline Cai provides an update on the second quarter for our International Value strategy. Q2 2024 – International Small Cap Value Quarterly UpdatePortfolio Manager Jason Doctor provides an update on the second quarter for our International Small Cap Value strategy. The Inside Network: INDepth with Caroline CaiThe science of finding under-valued global gems: Pzena Investment Management CEO Caroline Cai goes in-depth with James Dunn from The Inside Network for their INDepth series. 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. 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: Q3 2024 |
Full LibraryTrue value investor: Pzena Investment Management Portfolio Manager Akhil Subramanian speaks to Mishan Dahia from The Inside Network for their INDepth series. The Inside Network: IN60 with Akhil SubramanianDeep value investing in emerging markets: Pzena Investment Management Portfolio Manager Akhil Subramanian speaks to Mishan Dahia from The Inside Network on deep value investing in emerging markets for their INDepth series. The Inside Network: INDepth with Akhil SubramanianCEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by Director of Business Development and Client Services, Kate Phillips. Topics include the importance of having a long-term perspective, the continuing impact of concentrated markets, and the opportunity in Chinese equities.
2024 Mid-Year Global Outlook for Value WebinarThe science of finding under-valued global gems: Pzena Investment Management CEO Caroline Cai goes in-depth with James Dunn from The Inside Network for their INDepth series. The Inside Network: INDepth with Caroline CaiBen 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 SilverCo-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 WebinarCo-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 WebinarResearch 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 CommunicationsCEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the outlook for value in 2023. 2023 Outlook for Value WebinarFounding 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 |