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Ep 27 Rich Pzena - Opportunities in value investing

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Manage episode 416973271 series 2893376
Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

I have been waiting a long time to host a quality podcast about value investing. As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years. But how does that leave the rest of the investable universe? Value stocks, small stocks, international stocks, and especially emerging markets stocks have been left behind by a very narrow thematic flow of capital to just seven stocks. Are value stocks and value themes now a bargain here? Is international investing still relevant? And where can investors look for future outsized returns? These are just a few of the topics that we will uncover.

To answer these questions, I am honored to have had the opportunity to interview the value investing icon Rich Pzena. Rich is the founder of Pzena Investment Management, is an icon in value investing circles, and is a wealth of wisdom and personality.

Go sit in traffic, walk the dog, or just take a breather and listen in to this engaging interview.

  continue reading

27 episodes

Artwork
iconShare
 
Manage episode 416973271 series 2893376
Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

I have been waiting a long time to host a quality podcast about value investing. As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years. But how does that leave the rest of the investable universe? Value stocks, small stocks, international stocks, and especially emerging markets stocks have been left behind by a very narrow thematic flow of capital to just seven stocks. Are value stocks and value themes now a bargain here? Is international investing still relevant? And where can investors look for future outsized returns? These are just a few of the topics that we will uncover.

To answer these questions, I am honored to have had the opportunity to interview the value investing icon Rich Pzena. Rich is the founder of Pzena Investment Management, is an icon in value investing circles, and is a wealth of wisdom and personality.

Go sit in traffic, walk the dog, or just take a breather and listen in to this engaging interview.

  continue reading

27 episodes

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