In this episode of ETF Spotlight, Rich Pzena, Co-Chief Investment Officer and Portfolio Manager at Pzena Investment Management lays out why value stocks look more attractive after a decade of rising S&P valuations and cheaper value multiples.
00:00:00 Introduction
00:00:15 Catalyst Behind Value’s Potential Shift
00:01:22 Will Value Continue to Lead?
00:02:32 Defining “Deep Value” Investing
00:04:15 Top Holdings and Stock Picks
00:06:40 Why Add Value to a Broad Portfolio
00:07:49 A Surprising Value Opportunity
00:08:55 Value vs. Growth Allocation Strategy
00:10:14 How Macro Conditions Impact Value Investing
Recorded April 28th, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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