Rich Pzena – Top 10 Holdings – Latest 13F

Johnny HopkinsRichard PzenaLeave a Comment

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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Richard Pzena – Top 10 Holdings – Latest 13F

Johnny HopkinsRichard PzenaLeave a Comment

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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Pzena: Today’s Darling Stocks Become Tomorrow’s Value Stocks

Johnny HopkinsRichard PzenaLeave a Comment

In 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 disciplined value investors, we are open-minded to investment opportunities, while never compromising by overpaying. Thus, we have no issue purchasing mega-cap and/or technology stocks as long … Read More

Pzena: The Value Opportunity Is Compelling

Johnny HopkinsRichard PzenaLeave a Comment

In 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 geopolitical fears, we believe the value opportunity is compelling, even after its best relative performance in more than two decades. Macroeconomic and geopolitical fears … Read More

Rich Pzena – Top 10 Holdings – Latest 13F

Johnny HopkinsRichard PzenaLeave a Comment

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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Pzena: Value’s Opportunity In Uncertain Times

Johnny HopkinsRichard PzenaLeave a Comment

In 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, founder of The Vanguard Group, suggested a framework for breaking stock market returns into two pieces: fundamental return, the return from dividends and earnings, … Read More

Pzena: The Opportunity In Value Stocks Is Compelling

Johnny HopkinsRichard PzenaLeave a Comment

In 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 opportunity in value stocks is compelling: valuations are cheap, operating metrics are strong, and they offer high single-digit to low double-digit … Read More