European Value Equities - Art. 6
Focus on the strategy
This strategy is built around a large and mid-cap European equity universe, covering approximately 750 companies, and focuses on a distinctive deep value investment approach. It leverages a large, experienced research team with global sector expertise to conduct intensive proprietary fundamental analysis, to uncover deeply undervalued businesses.
The portfolio is managed with high conviction and low turnover, resulting in a concentrated selection of stocks driven by a disciplined, repeatable and consistent investment process. With a target of high active share typically above 80%, the strategy exhibits a strongly differentiated positioning, aiming to generate long-term performance through patient, research-driven investments in a focused set of compelling opportunities.
This strategy is available on our platform through a UCITS fund registered in the following countries: Austria, Belgium, Denmark, France, Germany, Italy, Luxembourg, Netherlands, Singapore, Spain, Switzerland and United Kingdom.
At a glance
Art. 6 - Investment Product (under SFDR)
Large- and Mid-cap European equities
This strategy applies a fundamental stock-picking to identify contrarian value-oriented companies
Unique strategy available in Europe through a UCITS Fund
“We’re looking for great businesses priced as if their problems are permanent.”
Miklos C. Vasarhelyi, Principal & Portfolio Manager at Pzena Investment Management
Why invest in this strategy?
- The strategy invests across a broad universe of approximately 750 large- and mid-cap European companies, using a purely bottom-up approach.
- A differentiated deep value strategy, it focuses on the cheapest quintile of the investment universe, seeking contrarian, value-oriented companies whose market valuations do not reflect their long-term earnings potential.
- Managed with high conviction and low portfolio turnover, the portfolio is concentrated in the manager’s strongest ideas and seeks to maintain a high active share, typically above 80%, resulting in a highly differentiated exposure from the benchmark.
Pzena Investment Management
Pzena Investment Management is a majority employee-owned boutique investment manager with a long-established and consistently applied value investing philosophy. The firm’s distinctive deep value approach has demonstrated strong style consistency over time, focusing on identifying fundamentally sound companies trading at significant discounts to their intrinsic value. Founded by Richard Pzena, a highly experienced portfolio manager with a strong research background, the firm combines rigorous fundamental analysis with a disciplined investment process to uncover attractive long-term opportunities across global equity markets.
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