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Chocolate, Clocks and Cheap Stocks: Pzena’s Case for Swiss Value (EN)

Chocolate, Clocks and Cheap Stocks: Pzena’s Case for Swiss Value (EN)

FINANZ Podcast vor 3 Tagen

This episode explores Pzena Investment Management’s disciplined value approach and why Swiss companies continue to offer compelling opportunities for long‑term investors. Matthew Ring, Portfolio Manager Europe, explains how Pzena identifies strong busines

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Pzena’s investment philosophy centers on deep fundamental
research and a strict valuation discipline. In this episode,
Matthew Ring outlines how the firm evaluates absolute and
relative valuations across Europe, why certain Swiss companies
such as Barry Callebaut, Swatch Group, Julius Bär, UBS and Roche
have historically fit their criteria, and which sectors currently
present the most interesting dislocations.

The discussion highlights how investors can benefit from Pzena’s
bottom‑up approach, how macro conditions influence value
opportunities, and why patience, conviction and rigorous analysis
are essential in uncovering undervalued quality businesses.

Key Topics:

Value investing in Switzerland and Europe

Identifying strong companies with temporary challenges

Absolute vs. relative valuations in today’s market

Sector and country opportunities across Europe

Case studies: Barry Callebaut, Swatch Group, Julius Bär, UBS,
Roche

How investors can benefit from disciplined value strategies

Speaker:

Matthew J. Ring Principal, Director of Research
and Portfolio Manager at Pzena Investment Management.
Co‑portfolio manager for International Small Cap Focused Value,
European Value and Global Small Cap Focused strategies. Joined
Pzena in 2010 after senior roles in Industrials and Aerospace
& Defense due diligence at Simat Helliesen & Eichner.
Began his career as a design engineer at GE Aircraft Engines,
holding a patent for the GEnx compressor case used in the Boeing
787. Holds degrees in Aerospace Engineering (University of Notre
Dame), Mechanical Engineering (Ohio State University) and an MBA
with honors from Columbia Business School.

More podcast episodes and information:
www.finanz-ch.ch

Further information on participating companies:
Pzena Investment Management

Disclaimer

DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.

EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.