Pzena Investment Management

Pzena Investment Management is a global investment management firm that employs a classic approach to deep value investing.

[Pzena Investment Management @PzenaInvstmtMgt]

CEO Caroline Cai recently spoke with Citywire about the diverse opportunity set Pzena is exploring in emerging markets, including tech giants, a packaged foods company, and a truck-engine manufacturer.

Read more here https://t.co/QfcuDtL2Fi

#classicvalue #valueinvesting

[Pzena Investment Management @PzenaInvstmtMgt]

In our latest research, we review surging memory pricing in historical context and examine why today’s elevated margins may mark a cyclical peak.

Read more here – https://t.co/tklgqiiQJm

#classicvalue #valueinvesting

[Pzena Investment Management @PzenaInvstmtMgt]

In a recent piece for The Inside Network, our Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss where the real risk in today's market may be hiding.

Read more here: https://t.co/Ow1xY3nv6J

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In the Nasdaq eVestment Q1 2026 Brand Awareness Rankings, Pzena received a score of 10 out of 10.

https://t.co/2Jhf6UZ4bp

This ranking was published in April 2026 for Q1 2026. Pzena did not provide any compensation in connection with obtaining this ranking.

[Pzena Investment Management @PzenaInvstmtMgt]

Our "Case for International Value" thought piece explores why we think foregoing international exposure today means passing over a compelling opportunity set.

Read more here - https://t.co/ENE4pFUEqX

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In our 1Q 2026 Mid Cap quarterly update video, PM Evan Fox covers the quarter and walks through the portfolio moves we made in response to AI-related uncertainty, concerns around private credit, and the spike in energy prices.

https://t.co/WgoyeUe06R

[Pzena Investment Management @PzenaInvstmtMgt]

In our latest episode, portfolio manager Dan Babkes joins Andy Williams, Director of Client & Portfolio Services, to discuss one of the most consequential questions in markets today: AI and Capital Cycles.

Listen here - https://t.co/2gVm50ZDv2

[Pzena Investment Management @PzenaInvstmtMgt]

In our 1Q 2026 International Small Cap Focused Value update, PM and Director of Research Matthew Ring covers the quarter's key detractors and contributors, as well as portfolio activity, including two new positions.

Watch the full update here - https://t.co/Xnrq9lJtlf

[Pzena Investment Management @PzenaInvstmtMgt]

Climate policy can incentivize decarbonization without becoming an investment risk. In our latest piece, we examine three ways climate policy can fail and what better policy design could look like.

Read more: https://t.co/vjPPTKvPBA

#classicvalue #valueinvesting

[Pzena Investment Management @PzenaInvstmtMgt]

In our Q1 2026 Small Cap Focused Value update, PM Evan Fox recaps a volatile quarter in which small caps held up better than large and value outperformed growth, walking through what drove performance and where we see opportunity.

Watch the full update https://t.co/dOhgAGlwQX

[Pzena Investment Management @PzenaInvstmtMgt]

MasterBrand has been pressured by low existing home sales and tariff impacts. In our 1Q 2026 Highlighted Holding, we explain why recent earnings reflect deferred demand and how the company is addressing tariff impacts.

Read more here https://t.co/pBlUGo28Kv

[Pzena Investment Management @PzenaInvstmtMgt]

Q1 2026 Global Value Quarterly Update is now available. Portfolio Manager Dan Babkes shares his perspective on the quarter across our global value strategies.

Watch: https://t.co/5UqTQlGqQF

#classicvalue #valueinvesting #superannuation

[Pzena Investment Management @PzenaInvstmtMgt]

AI investment is unprecedented in scale, but transformative technology doesn’t always produce attractive returns for investors. Our Q1 2026 commentary examines where value investors see opportunity amid the uncertainty.

Read more: https://t.co/VIwhJrq2Zj

[Pzena Investment Management @PzenaInvstmtMgt]

Physical climate risk presents a potential threat to corporate value. Our new primer explores the financial materiality, sectors most at risk, and how we integrate assessment into our process, including a case study on chocolate processor Barry Callebaut.

https://t.co/1ogVdHXfPl

[Pzena Investment Management @PzenaInvstmtMgt]

Allison Fisch, President of Pzena Investment Management, shares our belief that cycles of fear and recovery in emerging markets make them fertile ground for value investing.

Learn more about our disciplined approach to value in emerging markets.

https://t.co/ZJEQ2iuJSn

[Pzena Investment Management @PzenaInvstmtMgt]

In our latest piece, we examine why we think passive exposure to U.S. large-cap value is not an effective substitute for a research-driven approach and why the current environment may be especially compelling for disciplined active managers.

https://t.co/QOeg2rKnix

[Pzena Investment Management @PzenaInvstmtMgt]

The fourth quarter marked the end of a year in which markets were driven by momentum and speculation. In our 4Q Small Cap Value update, Evan Fox explains our reasoning and portfolio actions in this environment.

https://t.co/69fzn1Tbut

[Pzena Investment Management @PzenaInvstmtMgt]

In our 2025 Stewardship Report, we discuss how financially material sustainability risks, from energy transition planning to regulatory impact, are integrated into our engagement efforts.

The full report is now available:

https://t.co/INu2sMnltD

[Pzena Investment Management @PzenaInvstmtMgt]

In Q4, mid-cap stocks were depressed, underperforming large-caps and small-caps. In our 4Q25 video update, we go over what we're adding, what we're trimming, and how we're looking at individual companies' earnings potential.

https://t.co/dMZdwWFlxB

[Pzena Investment Management @PzenaInvstmtMgt]

Nasdaq eVestment has placed Pzena in their Q4 2025 Brand Awareness Ranking for most-recognized firms by consultants.

https://t.co/qvAXhNabhN

This ranking was published in January 2026 for Q4 2025. Pzena did not provide any compensation in connection with obtaining this ranking.