pzena

Auto supplier Lear Corp’s profitability has been impacted by cost pressures and the supply chain, but its operating flexibility and product portfolio should help it...

Carbon Footprint Reporting: Challenges and Alternatives Consistent and comparable reporting of a company’s carbon footprint is important if regulators are to set...

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...

Using carbon pricing as a research input is an illustration of our integrated approach to evaluating ESG considerations in our normal investment due diligence process....

A hallmark of emerging markets is growth. Some, therefore, suggest that these markets are not a natural habitat for valuation based investing. In fact, our own...

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

Pro-value cycles have historically been long and durable. The evidence suggests we are in the early stages of what may be a powerful period of value outperformance....

The energy sector is controversial. It faces a perfect storm due to the short-term demand shock caused by the COVID-19 pandemic and the longer-term risk from the...

Visibility to recovery helped value shares outperform by a wide margin. Better growth prospects for the next two years at a fraction of the price could be the impetus...