Richard Pzena Targeting Value Picks: Citigroup, KKR, Murphy Oil, Cenovus, Marathon Petroleum

Pzena Investment Management

Richard Pzena, Pzena Investment Management CEO and co-CIO, discusses the financial and energy sectors, and Jamie Dimon’s bet on JPM.

H/T Dataroma

Richard Pzena’s picks: Citigroup, KKR, Murphy Oil, Cenovus, Marathon Petroleum

Richard Pzena: Targeting Value Picks

Insight to the differences between value cycles, and where investors can find it right now, Rich Pzena, Pzena Investment Management CEO.

Moon Capital Struggles In Q1, Finds Value In Egypt And Turkey

Moon Capital Global Equity Partners lost -15.7% net in the first quarter of 2020, that's according to a copy of the firm's letter to investors, which ValueWalk has been able to review. Q1 2020 hedge fund letters, conferences and more Commenting on the firm's portfolio in his first-quarter letter to investors, founder John Moon reported Read More