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

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


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

Klarman: Baupost’s Core Principles Have Helped The Fund Outperform

Seth KlarmanWhen Baupost, the $30 billion Boston-based hedge fund now managed by Seth Klarman, was founded in 1982, it was launched with a core set of aims. Q4 2021 hedge fund letters, conferences and more Established by Harvard professor William Poorvu and a group of four other founding families, including Klarman, the group aimed to compound Read More

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.

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