Richard Pzena
55 posts
Rich Pzena’s Latest Portfolio: Top 10 Holdings & Biggest MovesRich Pzena reported an equity portfolio valued at approximately $34.07 billion in the latest reported quarter, continuing the disciplined, deep-value investment approach that ha…
Rich Pzena’s Latest Portfolio & Strategy ExplainedRichard Pzena’s Pzena Investment Management reported an equity portfolio of approximately $30.8 billion in the latest quarter, reflecting the firm’s long-standing deep value inv…
Pzena: Value vs. Value-Light – Why Investors Are Leaving Returns on the TableIn their latest article, the team at Pzena Asset Management notes that investors often claim allegiance to value investing, yet their portfolios tell a different story. As makes…
Rich Pzena on Value Investing Discipline After 30 YearsValue investors often search for clarity in philosophy, and in the recent presentation – Pzena’s lessons from 30 years of value investing, Rich Pzena has long framed his approac…
Pzena: Is Extreme Momentum Setting The Stage for Value Investors?Momentum dominated equity markets in 2025, and the scale of that dominance matters for investors thinking about what comes next. As Rich Pzena’s firm, Pzena Investment Managemen…
Rich Pzena: The 3 Questions You Need To Ask With Any InvestmentIn a recent interview for Compound Insights, veteran value investor Rich Pzena shared the foundational principles that have guided his firm. Reflecting on the early days, he not…
Rich Pzena Q3 2025: Baxter Surge and Magna Strength Highlight a Classic Deep-Value QuarterRich Pzena’s disciplined value approach remains firmly intact heading into late 2025. According to the latest 13F filing for the quarter ended September 30 2025, Pzena Investmen…
Pzena: Why Small Caps Are Poised for a Multi-Year ComebackIn their latest Insight – Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally, Pzena Investment Management argues that the massive concentration of retur…
Rich Pzena’s Top 5 Positions Represent ~21.52% Of The Total Portfolio ValueRich Pzena’s top 5 positions represent ~21.52% of the total portfolio value of $30.75 billion. Here’s a detailed summary of the top 5 positions as of June 30, 2025, including po…
Pzena Study Reveals Value Stocks’ Big Rebound After VolatilityIn their latest Q2 2025 commentary, Pzena Investment Management offers a sober but optimistic perspective for long-term investors confronting heightened volatility. “The second …
Rich Pzena – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
Rich Pzena – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
Rich Pzena: Value Investing: Finding Undervalued Stocks While Side-Stepping Value TrapsDuring his recent interview with The Inside Adviser, Richard Pzena discusses his way of assessing a company’s intrinsic value by estimating its ‘normalized earnings’, which is w…
Richard Pzena – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
Rich Pzena: Value Investors Have Had A Very Good YearDuring his recent 2023 Mid Year Outlook, Rich Pzena explained why value investors have had a very good year. Here’s an excerpt from the presentation: Pzena: Real reversal and so…
Pzena: Today’s Darling Stocks Become Tomorrow’s Value StocksIn their latest market commentary, Pzena Investment Management explain why today’s darling stocks become tomorrow’s value stocks. Here’s an excerpt from the commentary: As disci…
Pzena: The Stage Is Set For Another Powerful Value CycleIn their latest Q4 2022 Market Commentary, Pzena explain why the stage is set for another powerful value cycle. Here’s an excerpt from the letter: Equity market performance in p…
Pzena: The Value Opportunity Is CompellingIn their latest Q4 2022 Letter, Pzena Investment Management explain why the value opportunity is compelling. Here’s an excerpt from the letter: Despite recession, inflation, and…