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Artwork for PzenaPerspectives

Value investing insights directly from senior investment personnel at Pzena Investment Management.

PublishesMonthlyEpisodes34Founded4 years ago
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Artwork for PzenaPerspectives

Latest Episodes

Portfolio Managers Allison Fisch and John Goetz discuss value opportunities in the Chinese market.   Recording Date: April 2024 For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors a... more

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a month ago

Want to know Pzena’s “best ideas”? Portfolio managers discuss the stocks they are finding most interesting right now on the latest episode of PzenaPerspectives.  Recording Date: February 2024 Disclosure For Professional Investors Only. This recording... more

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2 months ago

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 investo... more

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4 months ago

Portfolio Manager Akhil Subramanian and Co-Chief Investment Officer John Goetz discuss the current opportunity in China for value investors, including companies they find most compelling (Haier, China Overseas Land & Investment, Alibaba) on the lates... more

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5 months ago

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Reviews

4.8 out of 5 stars from 26 ratings
  • Lucky I found this gem

    ...but i would like to hear more from Rich

    Apple Podcasts
    5
    Btthus
    United States4 years ago

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