Notes from Joel Greenblatt And Richard Pzena’s keynote presentation from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19. See the full notes here. Q2 hedge fund letters, conference, scoops etc Keynote Presentation Joel Greenblatt Managing Principal and Co-Chief Investment Officer, Gotham Asset Management Richard S. Pzena Founder and CIO, Pzena Investment Management, LLC The current environment Spreads between value and growth are widest Observations now, different or the same Long growth and short value, doesn’t make sense How do you define growth and value? Tied to the hip Yes, no, maybe, I don’t care…
Joel Greenblatt And Richard Pzena: 2019 Ben Graham VI Annual Conference [Notes]
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