Pzena
Pzena Emerging Markets Select Value
Emerging markets Value
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Pzena for every strategy.
What it bought and sold
We exited our position in Taiwanese window covering company Nien Made on appreciation and trimmed positions in Chinese tech giant Baidu, Chinese and American pork company WH Group, Korean lender Shinhan Financial Group, and Korean insurer DB Insurance, all on strength.
We exited our position in Taiwanese window covering company Nien Made on appreciation and trimmed positions in Chinese tech giant Baidu, Chinese and American pork company WH Group, Korean lender Shinhan Financial Group, and Korean insurer DB Insurance, all on strength.
We added to Brazilian brewer Ambev and Taiwanese original device manufacturer Compal Electronics on valuation.
We initiated a position in B3, Brazil’s sole integrated exchange operator, which provides trading, clearing, settlement, and data services across equities, derivatives, and FX.
We exited our position in Taiwanese window covering company Nien Made on appreciation and trimmed positions in Chinese tech giant Baidu, Chinese and American pork company WH Group, Korean lender Shinhan Financial Group, and Korean insurer DB Insurance, all on strength.
We added to Brazilian brewer Ambev and Taiwanese original device manufacturer Compal Electronics on valuation.
We exited our position in Taiwanese window covering company Nien Made on appreciation and trimmed positions in Chinese tech giant Baidu, Chinese and American pork company WH Group, Korean lender Shinhan Financial Group, and Korean insurer DB Insurance, all on strength.