Value Investing Masterclass: Joel Greenblatt and Rich Pzena on Active Management in 2021

Legendary investors and long-time friends Joel Greenblatt (Gotham Funds) and Rich Pzena (Pzena Investment Management) recently sat down with investment strategist Steve Galbraith for a masterclass in value investing. The three long-time friends discussed a host of topics - including quality, momentum, interest rates, financials, ESG, disruption, parallels to the internet bubble, and their current positioning - along with the basics of how they define value.
Watch the replay to learn about all of this and more from these renowned and respected investors.