Deconstructing Alpha
Deconstructing Alpha
Geremy van Arkel, CFA®
Ep 27 Rich Pzena - Opportunities in value investing
51 minutes Posted May 2, 2024 at 4:00 pm.
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I have been waiting a long time to host a quality podcast about value investing. As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years. But how does that leave the rest of the investable universe? Value stocks, small stocks, international stocks, and especially emerging markets stocks have been left behind by a very narrow thematic flow of capital to just seven stocks. Are value stocks and value themes now a ...