PZENA INVESTMENT Overview
Pzena Investment Management Llc is an investment advisor that manages 28.5 BN dollars in regulatory AUM and has 84 employees, of which 34 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 18BN in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 18BN in positions, representing 64% of the manager's regulatory AUM.
PZENA INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PZENA INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GE | 3.29% | Industrials | 1.4% | -0% | 1 | 25% | ||
| MYL | 3.24% | Health | -21.77% | -0.6% | 4 | 7% | ||
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FEATURED IN
PZENA INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John P. Goetz | Managing Principal; Co-Chief Investment Officer And Member With Class B Units | June-1996 |
| Richard S. Pzena | Managing Principal; Ceo; Co-Chief Investment Officer And Member With Class B Units | December-1995 |
| William L. Lipsey | Managing Principal; Business Development & Client Services And Member With Class B Units | February-1997 |
| A. Rama Krishna | Member With Class B Units | September-2003 |
| Michael Peterson | Managing Principal; Portfolio Manager And Member With Class B Units | November-2009 |
| Joan F. Berger | General Counsel And Chief Compliance Officer And Member With Class B Units | May-2005 |
| Gary J. Bachman | Chief Financial Officer | September-2012 |
| Benjamin . Silver | Co-Director Of Research; Portfolio Manager And Member With Class B Units | January-2008 |
| Antonio . Despirito | Managing Principal; Portfolio Manager And Member With Class B Units | November-2009 |
| Manoj . Tandon | Co-Director Of Research; Portfolio Manager And Member With Class B Units | January-2010 |
| Margot B. Nones | Head Of Operations & Technology | February-2013 |
PZENA INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
PZENA INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss [Item 8]
General Description
PIM's investment decision-making is disciplined and systematic and based on comprehensive earnings forecasts and resulting company value as more particularly described below.
PIM's investment management activities are based on a classic value approach to investing, i.e., constructing portfolios of securities that are undervalued relative to their long-term earnings power. PIM's decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerage and other firms.
5
PIM's Portfolio Managers and in-house Research Analysts do fundamental market research and draw on diverse sources of information such as company reports, research from brokers or other investment managers, press releases, prospectuses, Securities and Exchange Commission filings, financial and trade newspape...
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General Description
PIM's investment decision-making is disciplined and systematic and based on comprehensive earnings forecasts and resulting company value as more particularly described below.
PIM's investment management activities are based on a classic value approach to investing, i.e., constructing portfolios of securities that are undervalued relative to their long-term earnings power. PIM's decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerage and other firms.
5
PIM's Portfolio Managers and in-house Research Analysts do fundamental market research and draw on diverse sources of information such as company reports, research from brokers or other investment managers, press releases, prospectuses, Securities and Exchange Commission filings, financial and trade newspape...
Unlock Full Investment Process Description
PZENA INVESTMENT Portfolio Concentration
PZENA INVESTMENT Location
320 PARK AVENUE, 8TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
NEW YORK, New York
UNITED STATES, 10022
PZENA INVESTMENT Contact Information
Phone Number: 212-355-1600
Fax Number: 212-308-0010
Website: http://www.pzena.com
Fax Number: 212-308-0010
Website: http://www.pzena.com
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