FinancePzena Emerging Markets Select Value Q1 2026 Commentary: Navigating Volatility with Strategic Focus
Pzena Investment Management's Emerging Markets Select Value portfolio recorded an impressive performance in Q1 2026, surpassing both the MSCI Emerging Markets Index and the MSCI Emerging Markets Value Index. This success was driven by strong contributions from consumer staples, information technology, and energy sectors, despite overall market fluctuations and geopolitical tensions. The portfolio's strategic focus on undervalued companies with strong earnings potential proved effective in a volatile market landscape.