Value investing insights directly from senior investment personnel at Pzena Investment Management.
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Co-CIO, Portfolio Manager and Founder Rich Pzena and Portfolio Manager Akhil Subramanian discuss our 2026 mid-year global outlook, hosted by Director of Business Development and Client Services, Andrew Williams. Their discussion covered re-rating, de-rating, and what really matters for value investors in this volatile year. The discourse is followed by a live Q&A session. Further Information This…
Co-CIO John Goetz and Head of ESG Rachel Segal join host Andy Williams to discuss how climate policy shapes long-term investment outcomes. Drawing from our 1Q25 stewardship thought piece , they walk through real-world examples from steel, energy, and automotive to explore how policy design can make or break long-term returns. Read the stewardship thought piece here:…
Today's episode features Portfolio Manager Dan Babkes joined by moderator Andy Williams, a Director of Client and Portfolio Services at the firm. Together, they discuss the ongoing oil price shock, the scale of AI capital investment and its historical parallels, and Pzena's own use of AI in our research process. Further Information This recording is for institutional investors, and in the UK for…
In this episode, a selection of our Portfolio Managers across different strategies weigh in on their 'stocks to watch' for the upcoming year. Thanks to: Rich Pzena, Founder, Co-CIO and Portfolio Manager John Flynn, Portfolio Manager Takashi Okumura, Portfolio Manager Jason Doctor, Portfolio Manager Akhil Subramanian, Portfolio Manager John Goetz, Co-CIO and Portfolio Manager Evan Fox, CFA,…
Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss our 2026 global outlook, hosted by Director of Business Development and Client Services, Adrian Jackson. Their discussion covered momentum investing cycles, their impact, and how opportunities have shifted our portfolios for 2026. The discourse is followed by a live Q&A session. Further Information This recording is…
In honor of Pzena Investment Management's 30th Anniversary, founder Rich Pzena and CEO Caroline Cai consider the firm's past and future on our latest podcast. With host Lisa Roth they discuss three decades of lessons learned as unwavering value investors, lessons about both investing and leadership, and applying that wisdom in the next generation. Further Information This recording is for…
Tyler Zedalis, Director of Client and Portfolio Services, sits down with Portfolio Manager Evan Fox, CFA to discuss Global Small Caps, the valuation gap between GSC and Large Caps, and what it could mean for active investors focused on fundamentals. Further Information This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. Any…
Tyler Zedalis, a Director of Client and Portfolio Services, sits down with Portfolio Manager Jason Doctor to discuss Pzena's International Small Cap strategy. Further Information This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. Any views and statements expressed in this recording are those of Pzena Investment Management, are…
Co-CIO and PM John Goetz and PM Evan Fox discuss our mid-year global outlook and how markets react in volatile times, hosted by Director of Business Development and Client Services, Paul Whymper-Williams. Their discussion covers Pzena’s perspective on the turbulence that has defined 2025, value’s role in volatile markets, and where we’re finding opportunity today. The discourse is followed by a…
Today’s episode features Portfolio Manager John Flynn and Director of Business Development and Client Services Adrian Jackson. They discuss the topical subject of tariffs through the lens of a risk management framework of the business investment process. For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible…
