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 06/30/01 to 09/30/16. The fund's latest filing disclosed 16BN in positions, representing 57% of the manager's regulatory AUM.

PZENA INVESTMENT StockAlpha

+0.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PZENA INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOYA 3.01% Financials 39.04% 0.5% 9 10%
PH 2.69% Industrials 14.13% 0.15% 2 9%
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FEATURED IN
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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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PZENA INVESTMENT Portfolio Concentration

PZENA INVESTMENT Location

320 PARK AVENUE, 8TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

PZENA INVESTMENT Contact Information

Phone Number: 212-355-1600
Fax Number: 212-308-0010
Website:

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