pzena

Heavy investment, uncertain adoption, and wide outcome dispersion define today’s AI landscape.

From China’s reset to Brazil’s rise, Fisch breaks down the EM markets offering the most compelling value right now.

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

Pzena's John Goetz highlights an investment approach that has performed for 30 years. It's not for those who lack conviction & discipline

In this wire, Pzena Investment Management share where they find value-oriented opportunities in a mega cap-driven market.

1H 2024 saw a significant performance disparity in the global stock market, driven by US trends and characterised by several key factors:

We see a disconnect between valuations & financial performance in China, creating intriguing opportunities for disciplined value investors.

This essay demonstrates value investing’s superior returns compared to growth & value-light strategies.

Outperformance of megacap highfliers doesn't stand up to historical scrutiny as value stocks trade at 30% discount to long-term average PE

Climate-related banking proposals, executive compensation, and incentive programs were among the thorniest issues we dealt with during the 2022 proxy season. We use...