Finding value in the AI wreckage with Pzena Investment Management

from The InvestSense Podcast · host InvestSense

Markets in 2026 are a study in extremes. The AI-driven euphoria has lifted a narrow cohort of winners to unimagined highs, while a long tail of former tech market darlings have halved in value. For value-disciplined investors, this divergence is the opportunity set. Our conversation with Caroline Cai of Pzena Investment Management, a global value house we hold across many portfolios, neatly captured the current moment.Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights?utm_source=Podcast+&utm_medium=MarketSenseCheck

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This episode was published on May 22, 2026.

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