2023 Mid Year Outlook for Value
Released Thursday, 10th August 2023
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2023 Mid Year Outlook for Value
2023 Mid Year Outlook for Value
Thursday, 10th August 2023
Good episode? Give it some love!
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Co-CIO Rich Pzena and Portfolio Manager Miklos Vasarhelyi discuss the current opportunity for disciplined value investors. Topics include: · The YTD growth outperformance driven by mega-caps, and the associated historical context · Our view of the banking sector in both the US and Europe · Where we are finding value now Recording Date: July 25, 2023
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