Matt Ring serves as Principal, Director of Research, and Portfolio Manager, joining Pzena in 2010 after extensive experience in consulting and engineering. He previously worked as a senior manager with Simat Helliesen & Eichner providing due diligence for Industrials and Aerospace & Defense investments, and began his career with General Electric Aircraft Engines as a design engineer, holding a patent on the GEnx compressor case design for the Boeing 787. His educational background includes a B.S. magna cum laude in Aerospace Engineering from Notre Dame, Masters in Mechanical Engineering from Ohio State, and M.B.A. with honors from Columbia Business School. Evan Fox, CFA serves as co-Portfolio Manager and has been with Pzena since 2007, bringing extensive investment industry experience. The management team operates within Pzena's broader organization of 29 research analysts covering companies by global industry, enabling deep sector expertise that spans geographical boundaries and provides comprehensive knowledge of competitive landscapes, customer bases, and supplier relationships across global markets.

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Pzena Investment Management operates as a global deep value equity manager utilizing a proprietary research process to identify companies believed to be priced significantly below their long-term earnings potential. The strategy employs a concentrated approach targeting undervalued small-cap companies experiencing temporary business disruptions while maintaining strong fundamental characteristics. The firm leverages its proprietary StockAnalyzer screening tool to systematically evaluate the cheapest 20% of the global small-cap universe, with 29 research analysts providing deep industry expertise across global markets. The investment process emphasizes rigorous fundamental research with structured methodologies, focusing on good companies trading at steep discounts due to temporary distress rather than permanent impairment. Portfolio construction typically maintains 40-80 positions with high conviction positioning and active management decisions across geography, sectors, and individual securities.

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