In their recent Value Investing Masterclass, Rich Pzena and Joel Greenblatt discuss all things value investing including their days spent worked together on a Ben Graham paper in college. During the interview Rich Pzena also discusses his thoughts on why value investing and excess financial leverage are not good bedfellows. … Read More
Rich Pzena’s Top 10 Holdings (Q3 2020)
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
Superinvestor Rich Pzena: Top 10 Holdings (Q2 2020), Plus Top Buys NRG, AIG, DOW
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
Rich Pzena: The True Performance Of Value Investing Should Be Measured Over A Variety Of Endpoints
In his latest Q2 2020 Market Commentary Rich Pzena urges investors to consider the performance of value investing over a variety of endpoints, rather than just the recent past, as a better representation of the strategy’s efficacy. Here’s some excerpts from his commentary: The extreme volatility in the first quarter … Read More
Rich Pzena: Top Buys, Top Sells (Q1 2020)
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
Rich Pzena – Top 10 Holdings
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Rich Pzena: The Best Way To Protect Yourself Against Value Traps
One of our favorite value investors here at The Acquirer’s Multiple is Rich Pzena. One of the best Pzena interviews is one he did with the Graham & Doddsville Newsletter some years ago in which he provided some great insights into how to protect yourself against value traps. Here’s an … Read More
Rich Pzena: How To Be A Successful Value Investor In Disruptive Times
In his latest shareholder letter, Rich Pzena at Pzena Asset Management provides some great advice for investors who are finding it difficult to invest in disruptive times saying: “We are handling the current wave of disruptions the way we always have: by conducting intensive research to find skewed risk / … Read More