Castuner

PzenaPerspectives

Pzena Investment Management

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

Web do podcast

Escóitao na túa aplicación

Episodios

52 episodios

  1. The Index Is Now a Single Theme 28:23
  2. Re-Rating, De-Rating, and What Really Matters: 2026 Mid-Year Global Outlook for Value Webinar 55:25
  3. Investing Through Climate Policy: A Long-Term Value Perspective 31:44
  4. AI & Capital Cycles 52:50
  5. The Value Stocks to Watch - 2026 53:28
  6. 2026 Global Outlook for Value 53:28
  7. 30 Years at Pzena: Lessons from the Past, Vision for the Future 39:56
  8. Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally 24:54
  9. From Controversy to Conviction: Pzena’s Approach to International Small Caps 22:06
  10. 2025 Mid-Year Global Outlook for Value Webinar 47:52
  11. Tariffs and Turbulence 26:59
  12. The Value Stocks to Watch - 2025 34:06
  13. 2025 Global Outlook for Value 56:51
  14. Exploring the Impact of AI on Global Equity Markets 12:27
  15. Value Investing During Drawdowns 16:50
  16. Why Invest Outside the US 17:18
  17. The Power of Patience: Unlocking Value Investing's Long-Term Rewards 45:56
  18. Building on Value: A New Opportunity in Credit 25:13
  19. The Case for China: Investing Beyond the Headlines 29:03
  20. Pzena's Best Ideas 2024 20:00
  21. 2024 Global Outlook for Value 55:59
  22. Finding Value in China 31:11
  23. Active Value Advantage 19:04
  24. 2023 Mid Year Outlook for Value 47:36
  25. The Big Opportunity in Small Stocks 19:24
  26. Banks, Volatility, and Value 20:39
  27. ESG Opportunity List 24:27
  28. 2023 Outlook for Value Webinar 46:02
  29. Succession is a Process, Not an Event 27:32
  30. The Value Opportunity in Europe: As Cheap As It Gets? 34:37
  31. Value Opportunities in an Uncertain World 35:46
  32. A Look Into A Management Meeting with Lear Corp 36:16
  33. Value Investing: The Recovery of Hope 31:13
  34. Interview with REV Group Inc. CEO, Rod Rushing 48:26
  35. Highlighted Holding Podcast - Ambev 19:24
  36. Highlighted Holding - Fresenius Medical Care 28:38
  37. The Utility of ESG Scores in the Investment Process 22:48
  38. Highlighted Holding - Michelin 23:16
  39. Energy Investments in a Zero-Carbon World 34:08
  40. Value Investing Masterclass: Joel Greenblatt and Rich Pzena 59:19
  41. 2021 Outlook for Value 47:09
  42. The Beginning of the Great Rotation to Value? 34:24
  43. Giving Credit: Emerging Markets Banks 30:43
  44. Staying the Course, or Why Being a Disciplined Value Investor is so Hard! 20:25
  45. Value: If Not Now, When? 29:09
  46. Rare Opportunity in Small Cap Stocks 34:01
  47. Questioning Conventional Wisdom on Risk and Return 17:10
  48. Global Banks: Resilience in the Face of Crisis 37:36
  49. The Staying Power of Global Businesses in an Environment of Extreme Uncertainty 38:17
  50. The Next Great Depression or the Next Value Opportunity? 33:50