#135 - Caroline Cai - Finding Deep Value in Emerging Markets

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This week I had a wonderful conversation with Caroline Cai, Executive Vice President at
Pzena Investment Management. She is also the co-portfolio manager at Pzena for the Global, International, European, and Emerging Markets strategies where she invests in deep value stocks. This strategy seeks to identify good-quality companies at low valuations, that are underperforming compared to their historic earnings potential. At Pzena, “Value isn’t a factor, it's a philosophy.”
In this interview, we discuss which emerging markets in Asia are currently showing pockets of deep value, how to discover deep value stocks, and calculating geopolitical risk.
Pzena.com

Enjoy!
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