Richard Pzena
Page 2
- 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 – Q2 2022 – New Buys SSNC, C, BMY, TCOM, GILOne 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…
Pzena: Value’s Opportunity In Uncertain TimesIn their recent Q2 2022 Market Commentary, Pzena Investment Management discuss value’s opportunity in uncertain times. Here’s an excerpt from the commentary: The late John Bogle…- Rich Pzena: Why Value Investing Continues To WorkIn his Q1 2022 Earnings Call, Rich Pzena explained why value investing continues to work. Here’s an excerpt from the call: I’ve been saying the same thing about value investing …
Pzena Investment Management: Fundamentals Point To An Enduring Value CycleIn their lastest Q1 2022 Market Commentary, Pzena Investment Management explain why fundamentals point to an enduring value cycle. Here’s an excerpt from the commentary: We comm…- Pzena: Fundamentals Support The Case For An Enduring Value CycleIn their latest Q1 2022 Market Commentary, Pzena Investment Management explain why fundamentals support the case for an enduring value cycle. Here’s an excerpt from the commenta…
Rich Pzena Top 10 Holdings (Q4 2021) – Latest 13F, Buys CTSH, GE, EIX, AIG, LEAOne 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: The Danger Of Becoming Anchored In InvestingIn his latest Q4 2021 Earnings Call, Rich Pzena discusses the danger of becoming anchored in investing. Here’s an excerpt from the call: If a client asked me as 2009 began, just…
- Pzena: Value Investing Opportunities Don’t Have To Be Optically Cheap JunkIn their latest educational video, Pzena Investment Management discuss why value investing opportunities don’t have to be optically cheap junk. Here’s an excerpt from the video:…
- Rich Pzena: There’s Something Wrong With The Arithmetic In Today’s ValuationsIn his latest presentation, Rich Pzena explains why there’s something wrong with the arithmetic in today’s valuations. Here’s an excerpt from the presentation: I’m going to star…
- Rich Pzena: Cheap Stocks Can Be Quality Stocks Too!In his latest Q3 Earnings Call, Rich Pzena provides some research that shows that cheap stocks can be quality stocks too. Here’s an excerpt from the call: We human beings are ir…
Pzena: The Opportunity In Value Stocks Is CompellingIn their latest Q3 2021 Market Commentary, Pzena discuss the compelling opportunity in value stocks. Here’s an excerpt from the commentary: We have argued for some time that the…- Rich Pzena: Earnings Growth Rates Higher For Value Stocks Than Growth Stocks Next Two YearsIn his recent interview on ValueWalk, Rich Pzena discussed why earnings growth rates are higher for value stocks than growth stocks for the next two years. Here’s an excerpt fro…
Rich Pzena: Why Returns Deteriorate As You GrowIn his recent interview on the ValueWalk Podcast, Rich Pzena discusses why returns deteriorate as you grow. Here’s an excerpt from the interview: This is one of those businesses…- Rich Pzena: The One Thing Joel Greenblatt Taught Me To Achieve Outstanding ResultsIn this interview on the [i3] Podcast, Rich Pzena discusses the one thing that Joel Greenblatt taught him which helped him to achieve outstanding results. Here’s an excerpt from…
- Rich Pzena Top 10 Holdings (Q2 2021)One 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: No One Believes Value Will Work Until it Already HasIn his recent Q2 2021 Earnings Call, Rich Pzena discussed the current climate for value investors saying, “Almost no one believes value will work until it already has”. Here’s a…
- Pzena: Value Doesn’t Need Inflation To WorkIn their latest Q2 2021 Market Commentary, Pzena discuss inflation, value investing, and the performance of cheap vs expensive stocks across inflationary environments. Here’s an…