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MFWire: Pzena Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Pzena Investment Management
320 Park Avenue
8th Floor
New York, NY  10022
Google Maps

Contact
Main Phone: 212-355-1600
Web Site: http://www.pzena.com

Mutual Fund Brand(s)
Pzena Funds

Research Links
  • SEC Fund Filings by CIK Series

  • Background:
    Rich Pzena, a senior alumnus of Sanford C. Bernstein & Company, launched his eponymous value investing shop in 1995. The firm IPOed in 2007, though in July 2022 the founder unveiled a plan to take the firm private again.

    Though the vast majority of the firm's business is in SMAs and sub-advised accounts, Pzena Investment Management did enter the mutual fund business in 2014.
    Sponsored Opportunities



    Key People:
    Rich Pzena
    CEO, Chairman, Co-Chief Investment Officer, Founder, Pzena Investment Management, LLC
    William Lipsey
    President, Managing Principal, Head of Business Development and Client Service, Board Member, Pzena Investment Mangagement
    Evan Fire
    Managing Principal, Chief Operating Officer, Pzena Investment Mangagement
    Jessica Doran
    Chief Financial Officer, Treasurer, Pzena Investment Mangagement
    Caroline Cai
    Managing Principal, Executive Vice President, Portfolio Manager, Board Member, Pzena Investment Mangagement
    John Goetz
    Managing Principal, Co-Chief Investment Officer, Portfolio Manager, Board Member, Pzena Investment Mangagement
    Matthew Ring
    Principal, Director of Research, Portfolio Manager, Pzena Investment Mangagement
    Benjamin Silver
    Principal, Portfolio Manager, Pzena Investment Mangagement
    Miklos Vasarhelyi
    Principal, Portfolio Manager, Pzena Investment Mangagement
    Yinan Zhao
    Principal, Senior Research Analyst, Pzena Investment Mangagement
    Daniel Babkes
    Principal, Portfolio Manager, Pzena Investment Mangagement
    Rakesh Bordia
    Principal, Portfolio Manager, Pzena Investment Mangagement
    Eric Hagemann
    Principal, Senior Research Analyst, Pzena Investment Mangagement
    TVR Murti
    Principal, Portfolio Manager, Pzena Investment Mangagement
    Takashi Okumura
    Principal, Portfolio Manager, Pzena Investment Mangagement
    Andrew Chung
    Principal, Senior Research Analyst, Pzena Investment Mangagement
    Jason Doctor
    Principal, Senior Research Analyst, Pzena Investment Mangagement
    Allison Fisch
    Principal, Portfolio Manager, Pzena Investment Mangagement
    John Flynn
    Principal, Portfolio Manager, Pzena Investment Mangagement
    Evan Fox
    Principal, Portfolio Manager, Pzena Investment Mangagement
    Story Archive for Pzena Investment Management
    Published On Story Headline Publication
    7/28/2022 Management Will Take a $45B-AUM Firm Private MFWire.com
    7/25/2022 An Abs Return Shop Wins As Micro Flows Barely Sour MFWire.com
    8/16/2018 A British Firm Brings In $221MM On This Side of the Pond MFWire.com
    7/23/2018 Week In Preview, July 23-29 MFWire.com
    12/14/2016 Mutual Fund Milestones - December 14, 2016 MFWire.com
    10/24/2016 Eye for Earnings - October 24, 2016 MFWire.com
    8/11/2016 People on the Move -- August 11, 2016 MFWire.com
    12/10/2015 An OpFunds Vet Builds Out Retail For a $25B Shop MFWire.com
    3/13/2015 Even More Asset Managers' Margins Are Falling MFWire.com
    7/16/2013 Asset Managers Ready To Go Toe to Toe on Dell Deal MFWire.com
    10/19/2012 Stork and Reaper for October 19, 2012 MFWire.com
    8/2/2012 Vanguard Boots AllianceBernstein MFWire.com
    5/29/2012 Harbor Honchos Value a Pair of New Subadvisors MFWire.com
    9/15/2011 American Beacon Puts its Sub-advisors in the Spotlight MFWire.com
    9/9/2011 Market Volatility Dampens Asset Growth MFWire.com
    6/15/2011 Vanguard Launches an Emerging Market Equity Fund MFWire.com
    5/19/2011 Assets Rise, Yet Margins Fall MFWire.com
    4/1/2011 Morningstar Raises Questions About Vanguard's Latest Offering MFWire.com
    3/28/2011 Vanguard Preps Emerging Market Fund MFWire.com
    2/28/2011 Asset Managers are in Better Shape Now Than in 2007 MFWire.com
    8/10/2009 Janus? Calamos? Pzena? Which May Get Hitched Next? MFWire.com
    5/11/2009 Hancock Plans to Merge Two of its Funds MFWire.com
    3/19/2009 A New York Investment Manager Taps a New Finance Chief MFWire.com
    1/16/2008 Pzena is Hit With Another IPO Suit MFWire.com
    1/7/2008 What Lew Sanders Learned Pumping Gas (and More) MFWire.com
    11/30/2007 Pzena Slapped With Suit Post-IPO MFWire.com
    11/26/2007 Fund Outflows Trigger a Lawsuit for Pzena MFWire.com
    10/2/2007 Hancock Brings Back a Classic MFWire.com
    8/28/2006 Hancock to Close Pzena Advised Fund MFWire.com
    7/10/2006 Hancock Tries Winning Recipe on Largest Caps MFWire.com
    3/2/2006 John Hancock Launches New Subadvised Fund MFWire.com
    6/30/2004 American AAdvantage Spins Props on Two New Funds MFWire.com
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