PzenaPerspectives
Episodes
The Value Stocks to Watch - 2026
12 Feb 2026
Contributed by Lukas
In this episode, a selection of our Portfolio Managers across different strategies weigh in on their 'stocks to watch' for the upcoming year. Thanks t...
2026 Global Outlook for Value
28 Jan 2026
Contributed by Lukas
Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss our 2026 global outlook, hosted by Director of Business Development a...
30 Years at Pzena: Lessons from the Past, Vision for the Future
02 Dec 2025
Contributed by Lukas
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 ...
Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally
14 Oct 2025
Contributed by Lukas
Tyler Zedalis, Director of Client and Portfolio Services, sits down with Portfolio Manager Evan Fox, CFA to discuss Global Small Caps, the valuation g...
From Controversy to Conviction: Pzena’s Approach to International Small Caps
16 Sep 2025
Contributed by Lukas
Tyler Zedalis, a Director of Client and Portfolio Services, sits down with Portfolio Manager Jason Doctor to discuss Pzena's International Small Cap s...
2025 Mid-Year Global Outlook for Value Webinar
29 Jul 2025
Contributed by Lukas
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 D...
Tariffs and Turbulence
14 Apr 2025
Contributed by Lukas
Today’s episode features Portfolio Manager John Flynn and Director of Business Development and Client Services Adrian Jackson. They discuss the topi...
The Value Stocks to Watch - 2025
14 Mar 2025
Contributed by Lukas
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...
2025 Global Outlook for Value
31 Jan 2025
Contributed by Lukas
President/PM Allison Fisch and Co-CIO/PM Rich Pzena discuss the benefits of a disciplined approach to value investing in today’s market, hosted by G...
Exploring the Impact of AI on Global Equity Markets
05 Dec 2024
Contributed by Lukas
As AI dominates headlines and reshapes market dynamics, how should value investors navigate this rapidly evolving landscape? Portfolio Manager and Dir...
Value Investing During Drawdowns
24 Oct 2024
Contributed by Lukas
Disclosure For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible count...
Why Invest Outside the US
23 Sep 2024
Contributed by Lukas
In today’s episode, our Director of National Accounts Peter Quinn speaks with Portfolio Manager and Co-Chief Investment Officer John Goetz about the...
The Power of Patience: Unlocking Value Investing's Long-Term Rewards
25 Jul 2024
Contributed by Lukas
CEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by...
Building on Value: A New Opportunity in Credit
20 Jun 2024
Contributed by Lukas
Our Vice Chairman Bill Lipsey sits down with Founder Rich Pzena and our Head of Leveraged Loans/High Yield Credit Mark Heron to discuss the launch of ...
The Case for China: Investing Beyond the Headlines
12 Apr 2024
Contributed by Lukas
Portfolio Managers Allison Fisch and John Goetz discuss value opportunities in the Chinese market. Recording Date: April 2024 For Professional Inve...
Pzena's Best Ideas 2024
11 Mar 2024
Contributed by Lukas
Want to know Pzena’s “best ideas”? Portfolio managers discuss the stocks they are finding most interesting right now on the latest episode of Pz...
2024 Global Outlook for Value
16 Jan 2024
Contributed by Lukas
Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics inclu...
Finding Value in China
18 Dec 2023
Contributed by Lukas
Portfolio Manager Akhil Subramanian and Co-Chief Investment Officer John Goetz discuss the current opportunity in China for value investors, including...
Active Value Advantage
16 Oct 2023
Contributed by Lukas
Portfolio Manager John Flynn and Director of Business Development & Client Services Adrian Jackson discuss value investing, taking a deep dive int...
2023 Mid Year Outlook for Value
10 Aug 2023
Contributed by Lukas
Co-CIO Rich Pzena and Portfolio Manager Miklos Vasarhelyi discuss the current opportunity for disciplined value investors. Topics include: · The YTD...
The Big Opportunity in Small Stocks
16 May 2023
Contributed by Lukas
In this episode, Portfolio Managers Evan Fox and Matt Ring sit down with Pzena’s Co-Head of North American Distribution, Valerie Mignone Arnold to d...
Banks, Volatility, and Value
17 Apr 2023
Contributed by Lukas
In this episode, Portfolio Manager John Flynn and Senior Research Analyst Eric Hagemann sit down with Pzena’s Co-Head of North American Distribution...
ESG Opportunity List
30 Mar 2023
Contributed by Lukas
Adrian Jackson hosts this lively discussion where Portfolio Manager John Flynn and ESG Research Analyst Luke Longinotti discuss Pzena’s approach t...
2023 Outlook for Value Webinar
28 Feb 2023
Contributed by Lukas
CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the 2023 outlook for value in this special episode of...
Succession is a Process, Not an Event
05 Jan 2023
Contributed by Lukas
Founding partners Rich Pzena and Bill Lipsey discuss the process of succession and the next generation of leadership in this special episode of the Pz...
The Value Opportunity in Europe: As Cheap As It Gets?
24 Oct 2022
Contributed by Lukas
Portfolio Manager Miklos Vasarhelyi and Co-Chief Investment Officer John Goetz discuss the current opportunity in Europe for value investors, includin...
Value Opportunities in an Uncertain World
05 Oct 2022
Contributed by Lukas
Much has changed since our 2022 outlook – a war, energy price shocks and broader inflation, Fed rate hikes, and recession concerns, to name a few. W...
A Look Into A Management Meeting with Lear Corp
21 Jul 2022
Contributed by Lukas
Auto supplier Lear’s profitability has been impacted by cost pressures and the supply chain, but its operating flexibility and product portfolio sho...
Value Investing: The Recovery of Hope
31 May 2022
Contributed by Lukas
Managing Principal and Co-Chief Investment Officer John Goetz touches on uncertainty — the quick, fearful response to geopolitical shocks and macro ...
Interview with REV Group Inc. CEO, Rod Rushing
27 Apr 2022
Contributed by Lukas
As value investors, we look for good companies with temporary problems, and found one such opportunity in specialty vehicle manufacturer REV Group. Po...
Highlighted Holding Podcast - Ambev
01 Feb 2022
Contributed by Lukas
Beer is big business for Ambev, the dominant producer and distributor of brew in Latin America and Canada. Near-term margin pressures provide a rare o...
Highlighted Holding - Fresenius Medical Care
23 Nov 2021
Contributed by Lukas
The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of wh...
The Utility of ESG Scores in the Investment Process
19 May 2021
Contributed by Lukas
ESG analyst Rachel Segal and Portfolio Manager Rakesh Bordia examine the relationship between ESG scores and investment performance, and observe that ...
Highlighted Holding - Michelin
11 May 2021
Contributed by Lukas
Michelin’s business franchise is, in many ways, second-to-none: technical leadership, brand loyalty, and premium pricing. A comprehensive restructur...
Energy Investments in a Zero-Carbon World
17 Mar 2021
Contributed by Lukas
Co-CIO John Goetz, energy analyst TVR Murti, and ESG analyst Rachel Segal discuss the opportunities presented by the upcoming transition for the energ...
Value Investing Masterclass: Joel Greenblatt and Rich Pzena
10 Mar 2021
Contributed by Lukas
Listen to a discussion on value investing by legendary investors and long-time friends Joel Greenblatt (Gotham Funds) and Rich Pzena (Pzena Investment...
2021 Outlook for Value
05 Feb 2021
Contributed by Lukas
CEO/Co-CIO Rich Pzena and Portfolio Manager Allison Fisch talk about the turn in value’s favor and what’s in store in 2021. Recording Date: Janua...
The Beginning of the Great Rotation to Value?
29 Dec 2020
Contributed by Lukas
Co-CIO John Goetz discusses the drivers of a potential rotation back to sensible valuations, then answers questions about the current state of value i...
Giving Credit: Emerging Markets Banks
08 Dec 2020
Contributed by Lukas
Portfolio Manager Rakesh Bordia and Senior Research Analyst Jason Doctor discuss the investment opportunity in emerging markets banks. Recording Date...
Staying the Course, or Why Being a Disciplined Value Investor is so Hard!
17 Nov 2020
Contributed by Lukas
Listen as our CEO/Co-CIO Rich Pzena and President Bill Lipsey discuss Pzena Investment Management's value investing discipline and explain why we're s...
Value: If Not Now, When?
29 Oct 2020
Contributed by Lukas
Value is not dead. Portfolio Managers Caroline Cai and Ben Silver discuss value’s underperformance and potential catalysts that may already be signa...
Rare Opportunity in Small Cap Stocks
27 Aug 2020
Contributed by Lukas
The cheapest small cap stocks (based on our valuation) are trading at some of the lowest levels we've seen in almost a decade. Portfolio Manager Evan ...
Questioning Conventional Wisdom on Risk and Return
13 Jul 2020
Contributed by Lukas
We think average 10-year returns present a fair picture of investment skill. But how to measure risk? The Sharpe ratio compares long-term returns with...
Global Banks: Resilience in the Face of Crisis
24 Jun 2020
Contributed by Lukas
Against the volatile backdrop of today’s economic environment, bank stocks stand out. In our view, the banking system today can sustain a once-in-a-...
The Staying Power of Global Businesses in an Environment of Extreme Uncertainty
29 Apr 2020
Contributed by Lukas
Uncertainty is at exceptional levels. The halt in activity today is unlike slowdowns we’ve seen before, and it’s affecting companies in a variety ...
The Next Great Depression or the Next Value Opportunity?
23 Apr 2020
Contributed by Lukas
The next depression? A virus-driven recession? Cyclical recovery? How long? How deep? Our CEO discusses value investing during the COVID-19 ...
Investment Management in Times of Crisis
17 Mar 2020
Contributed by Lukas
CEO and Co-CIO Rich Pzena talks with our President Bill Lipsey to explain how Pzena Investment Management is conducting business and managing portfoli...
GE: A Classic Value Opportunity
21 Jan 2020
Contributed by Lukas
Co-CIO and Portfolio Manager John Goetz and Senior Research Analyst Daniel Babkes take a deep dive into our research process and recount how Pzena cho...