value investing

Founder Rich Pzena and CEO Caroline Cai reflect on what they've learnt after three decades in the game.

Buffett won - but you probably won't if you blindly copy his rules. These Buffettisms could quietly destroy your portfolio.

Extreme pessimism, not hype, set up Pzena’s strongest performers. John Goetz explains why the market got these three stocks wrong.

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

Katana's Romano Sala Tenna shares his highs and lows from the week and reveals two potential future winners hiding in plain sight.

No single strategy wins every season but the right mix can build resilience.

Market concentration is soaring and Big Tech rules the stage. But behind the glare, another corner of the market is quietly stirring.

From record gold to AI disruption, Michael Goldberg explains why slow, patient value investing still works in a noisy macro world.

In an era of higher costs and constraints, opportunity favours strong balance sheets, real assets, and dependable cash flows.

Why investors are turning to factor-based ETFs to capture active-style returns with passive-style fees, transparency and ease.