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 businesses trading at attractive valuations due to temporary or company‑specific challenges — and why Switzerland remains fertile ground for value investing.
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.
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👤 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