The five myths of value investing and seeking alpha where others fear to tread
- With heightened tariff fears, economic volatility and US markets at levels of concentration seldom seen, it's essential investors maintain a broad exposure across their portfolios.
- Pzena will explore how previous periods of significant market dislocation and concentration have provided a fertile backdrop for unearthing unloved good companies.
- Additionally, we'll highlight and address some common misperceptions associated with a classic value approach