Richard Pzena: Where To Find Value? Stocks Vs. Bonds; Oil Outlook


Richard Pzena, Pzena Investment Management, weighs in on whether the bull run is over as rates rise on the 10-year. And the FMHR provide their play on bonds.

H/T Dataroma

Richard Pzena: Where To Find Value? Stocks Vs. Bonds

This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery

D1 CapitalThe first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More


Rich Pzena, Pzena Investment Management, shares his view of the oil and gas industry, and consolidation in the space.

Pzena’s oil outlook