//podcastplus.net/feed/podcast~5dfb25b884950f2c311341d8157ff860520e5e1e971e220baf4e9ce2217bae84 Value investing insights directly from senior investment personnel at Pzena Investment Management. Wed, 05 Aug 2026 18:17:24 +0000 https://www.pzena.com/podcast-download/10931/active-value-advantage.mp3 Portfolio Manager John Flynn and Adrian Jackson discuss value investing, taking a deep dive into the historical return profile of the asset class and addressing common misconceptions around the risks of value stocks. John also exposes the flaws of seeking value exposure through value indices and “value-light” strategies. Recording Date: October 6, 2023 Mon, 16 Oct 2023 22:23:04 +0000 https://www.pzena.com/podcast-download/10931/active-value-advantage.mp3 https://www.pzena.com/podcast-download/10648/2023-mid-year-outlook-for-value.mp4 Co-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 Recording Date: July 25, 2023 Thu, 10 Aug 2023 18:18:28 +0000 https://www.pzena.com/podcast-download/10648/2023-mid-year-outlook-for-value.mp4 https://www.pzena.com/podcast-download/10278/the-big-opportunity-in-small-stocks.mp3 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 discuss the attractive valuations of small cap stocks across the globe. Recording Date: May 8, 2023 Disclosure For Professional Investors Only. This recording is for institutional investors, and in the UK for […] Tue, 16 May 2023 15:25:02 +0000 https://www.pzena.com/podcast-download/10278/the-big-opportunity-in-small-stocks.mp3 https://www.pzena.com/podcast-download/10054/banks-volatility-and-value.mp3 In this episode, Portfolio Manager John Flynn and Senior Research Analyst Eric Hagemann sit down with Pzena’s Co-Head of North American Distribution, Valerie Mignone Arnold to discuss the recent volatility and the banking crisis through the lens of value investors. Recording Date: April 11, 2023 Disclosure For Professional Investors Only. This recording is for institutional […] Mon, 17 Apr 2023 17:55:54 +0000 https://www.pzena.com/podcast-download/10054/banks-volatility-and-value.mp3 https://www.pzena.com/podcast-download/9953/esg-opportunity-list.mp3 Adrian Jackson hosts this lively discussion where Portfolio Manager John Flynn and ESG Research Analyst Luke Longinotti discuss Pzena’s approach to ESG. Pzena’s Opportunity List seeks to systematically identify opportunities in our portfolio where material ESG issues exist and engagement could have a positive impact. Recording Date: March 9, 2023 Disclosure For Professional Investors Only. This recording […] Thu, 30 Mar 2023 18:40:28 +0000 https://www.pzena.com/podcast-download/9953/esg-opportunity-list.mp3 https://www.pzena.com/podcast-download/9899/2023-outlook-for-value-webinar.mp3 CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the 2023 outlook for value in this special episode of the PzenaPerspectives podcast. Recording Date: January 25, 2023 Disclosure For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. These […] Tue, 28 Feb 2023 21:54:05 +0000 https://www.pzena.com/podcast-download/9899/2023-outlook-for-value-webinar.mp3 https://www.pzena.com/podcast-download/9541/succession-is-a-process-not-an-event.mp3 Founding partners Rich Pzena and Bill Lipsey discuss the process of succession and the next generation of leadership in this special episode of the PzenaPerspectives podcast. Recording Date: January 3, 2023 Disclosure This recording is for institutional investors. Any views and statements expressed in this recording are those of Pzena Investment Management, are based on […] Thu, 05 Jan 2023 19:33:28 +0000 https://www.pzena.com/podcast-download/9541/succession-is-a-process-not-an-event.mp3 https://www.pzena.com/podcast-download/9258/the-value-opportunity-in-europe-as-cheap-as-it-gets.mp3 Portfolio Manager Miklos Vasarhelyi and Co-Chief Investment Officer John Goetz discuss the current opportunity in Europe for value investors, including some specific companies they find most compelling on the latest episode of the PzenaPerspectives podcast. Recording Date: October 11, 2022 Disclosure This recording is for institutional investors. Any views and statements expressed in this recording […] Mon, 24 Oct 2022 21:21:17 +0000 https://www.pzena.com/podcast-download/9258/the-value-opportunity-in-europe-as-cheap-as-it-gets.mp3 https://www.pzena.com/podcast-download/9196/value-opportunities-in-an-uncertain-world.mp3 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. With equity markets under pressure, where do value stocks stand? Portfolio Manager Allison Fisch and Co-Chief Investment Officer John Goetz discuss their mid-year outlook. (Recorded in July 2022) Disclosure […] Wed, 05 Oct 2022 14:21:46 +0000 https://www.pzena.com/podcast-download/9196/value-opportunities-in-an-uncertain-world.mp3 https://www.pzena.com/podcast-download/8657/a-look-into-a-management-meeting-with-lear-corp.mp3 Auto supplier Lear’s profitability has been impacted by cost pressures and the supply chain, but its operating flexibility and product portfolio should help it thrive, as the industry normalizes and electrifies. Listen in on a real-life manager’s meeting with Lear CEO Ray Scott, Lear CFO Jason Cardew, and Pzena Portfolio Manager’s Ben Silver, Andrew Chung […] Thu, 21 Jul 2022 17:43:38 +0000 https://www.pzena.com/podcast-download/8657/a-look-into-a-management-meeting-with-lear-corp.mp3