Pzena Investment Management’s Australian Funds receive “Highly Recommended” ratings from Genium

Pzena Investment Management is proud to announce that both the Pzena Emerging Markets Value Fund and the Pzena Global Focused Value Fund have received the “Highly Recommended” rating from Genium Investment Partners Limited.

Founded in 1995, Pzena is a New York-based classic value manager with over US$64 billion in funds under management globally. The firm is well established in the Australian and New Zealand institutional markets, currently managing over A$6 billion in these regions, and it has been expanding its presence and capabilities within the wholesale wealth management channels across Australia.

Genium’s “Highly Recommended” rating signifies the highest level of conviction that a strategy can meet its stated investment objective and exceed its relevant peer group. This rating reflects Pzena’s disciplined and rigorous value investment approach, focusing on identifying undervalued companies with strong potential for recovery and long-term growth in the cheapest quintile of their respective investment universes. The investment team, comprising experienced portfolio managers and analysts, conducts thorough research to identify companies with the potential for significant upside.

Genium highlighted Pzena’s strong alignment with investors, noting the firm’s transition to being fully privately-owned. The firm’s extensive research capabilities, demonstrated by its 30-person investment team, combined with a long-term value perspective, position Pzena as a leading value manager in the global investment landscape.