Pzena Investment Management

PzenaPerspectives

Business EN ↓ Odcinki: 52

Value investing insights directly from senior investment personnel at Pzena Investment Management.

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.pzena.com

Autor

Pzena Investment Management

Kategoria

Business

Strona podcastu

www.pzena.com

Ostatni odcinek

28 paź 2026

Gdzie słuchać?

Podcasty w aplikacji Replaio Radio Już wkrótce

Podcasty trafią do aplikacji już wkrótce. Zainstaluj teraz i jako pierwszy zobacz nowe podejście do podcastów

Zainstaluj za darmo Android prawie 10 mln pobrań · ocena 4,7+ iOS niedługo

Odcinki

Investment Management in Times of Crisis 17.03.2020 35:08

CEO and Co-CIO Rich Pzena talks with our President Bill Lipsey to explain how Pzena Investment Management is conducting business and managing portfolios during the COVID – 19 crisis. They discuss: The strength of our business Comparisons to previous crises during our 25-year history The extreme opportunities created by these volatile markets Recording Date: March 17, 2020 Disclosure This recording...

GE: A Classic Value Opportunity 21.01.2020 37:45

Co-CIO and Portfolio Manager John Goetz and Senior Research Analyst Daniel Babkes take a deep dive into our research process and recount how Pzena chose to make GE one of the largest positions in our US and Global value portfolios. John Goetz and Daniel Babkes discuss the following: The fundamental strength of GE's businesses and the problems that led it to become a value stock. How we analyzed th...