Pzena
Our archive holds 3 letters from Pzena, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
Pzena’s own letters pageTheses · 3
- September 2025
B3 is a promising investment opportunity in Brazil's integrated exchange sector, positioned to benefit from the country's evolving financial market and acquired at an attractive valuation during a period of weakness.
Read the full thesis - September 2025
PPG Industries is a leading coatings provider with strong historical returns trading at a discount due to growth concerns, while Solventum is a promising medical device spinoff from 3M poised for improvement as an independent company.
Read the full thesis - September 2025
Robert Half is an attractive value opportunity due to low job turnover affecting staffing demand, while Signify is poised for earnings recovery as demand rebounds following its transformation to LED products and strategic market improvements.
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Letter archive · 3
Funds · 3
- Pzena Emerging Markets Select Value1
- Pzena Focused Value1
- Pzena Global Best Ideas1
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