Hedge Fund - Pzena Investment Management

Richard S. Pzena Bio, Returns, AUM, Net Worth

Pzena Investment Management is a renowned American investment firm specializing in deep-value investing. Based in New York City, the firm manages assets for institutions, high-net-worth individuals, and mutual funds.

Mr. Richard S. Pzena serves as Chairman, Chief Executive Officer & Co-Chief Investment Officer at Pzena Investment Management, Inc., and holds the position of Principal, Chairman, Co-Co-Chief Investment Officer & Portfolio Manager at Pzena Investment Management LLC. He is the architect of the firm’s investment strategy and developed its proprietary screening model. Mr. Pzena co-manages the U.S. Large Cap strategies and the U.S. Best Ideas service. He founded Pzena Investment Management in 1995, having previously held roles as Director of U.S. Equity Investments and Chief Research Officer at Sanford C. Bernstein & Company, where he began as an oil industry analyst. Before Bernstein, Mr. Pzena served as Chief Investment Officer of small Cap Equities. His earlier career included various financial and planning roles at Amoco Corporation. He holds a B.S. summa cum laude and an M.B.A. from the Wharton School of the University of Pennsylvania.

Pzena Investment Management is a prominent advisory firm serving 225 clients with discretionary assets under management totaling $57,997,092,841. As of Q1 2024, their managed 13F securities amounted to $29,131,351,996, with a top 10 holdings concentration of 36.52%. Pzena Investment Management's largest holding is 18,043,349 shares of Magna International Inc. Class A.

Richard S. Pzena
Fund Profile
Filing Period:
Fund Name: Pzena Investment Management
Manager Richard S. Pzena
Portfolio Value $29,131,351,996
Change This QTR +1.10%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. MGA 18,043,349 $1,331,418,742 +41% 4.57%
2. CTSH 16,666,771 $1,221,507,646 -5% 4.19%
3. COF 7,297,565 $1,086,534,453 -6% 3.72%
4. DOW 18,518,299 $1,072,765,062 -1% 3.68%
5. BAX 24,405,420 $1,043,087,651 +1% 3.58%
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