global value fund

Legendary value investor Rich Pzena shares the mindset and math behind buying great businesses when no one else wants them.

If you’ve listened to the latest episode of Stocks Neat, you’ll know that Steve, Harvey and I were in the States recently on our first business trip in more than two...

Severe underperformance by specific emerging market countries has historically created a fertile hunting ground to find alpha-generating stocks. Pzena is finding good...

The opportunity in value stocks remains compelling. Long-term investors should ignore the noise and focus on cheap valuations, strong operating metrics, and the solid...

One of the big challenges we see for investors today is the disconnect between the investment returns that have been realised over the past few years, and the likely...

House prices have been one of the unexpected beneficiaries of the pandemic. Lockdowns and the working-from-home revolution have spurred demand for more space, a larger...

We examine the relationship between ESG scores and investment performance and observe that there is a significantly stronger relationship between investment...

A year into a global lockdown, most people are desperate to get their lives back. With vaccine programmes now being rushed out around the world, the good news is...

In this video, Talaria CIO Chad Padowitz talks through some of the impacts of a Biden win on global markets, including the recent Pfizer announcement of a potential...

Live from London Be careful what you wish for. There was a time when most Brits would have given anything to have something other than Brexit dominate the news. For...