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Rakesh Bordia — Institutional Investor Profile | Buyside Digest

Rakesh Bordia

Institutional Investor • Pzena International Value ADR strategy

Value

$202M

Stocks

50 Stocks (1 new)

Turnover

0.1%

CIK

0001027796EDGAR ↗

Website ↗

Top Holdings

MGA(7.53%) HUM(5.87%) BAX(4.68%) CVS(4.09%) DG(3.97%)

About Investor

The Pzena International Value ADR strategy is managed by a four-person portfolio management team led by Allison Fisch, who serves as Managing Principal and President and has been with the firm since 2001. She helped launch the Emerging Markets strategies in 2008 and joined the International portfolio management team in 2016, holding a B.A. summa cum laude in Psychology from Dartmouth College. John Goetz, Managing Principal and Co-Chief Investment Officer, joined in 1996 and serves on the Executive Committee. Caroline Cai, Managing Principal and Chief Executive Officer, became CEO in 2023, joined the firm in 2004, and holds the Chartered Financial Analyst designation with a B.A. summa cum laude in Math and Economics from Bryn Mawr College. Rakesh Bordia, Principal and Portfolio Manager since January 2023, co-manages the Emerging Markets strategies, joined in 2007, and holds degrees from Indian Institute of Technology, Kanpur and Indian Institute of Management, Ahmedabad. The team applies the same philosophy, process, and systematic approach used across all of Pzena's strategies, with unanimous agreement required for investment decisions and extensive proprietary research driving security selection.

Investor Philosophy

Investment philosophy details pending verification.

Rakesh Bordia Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
MGA	None	Magna International Inc.	Consumer Discretionary	$2206.5M	7.5%	No Change
HUM	None	Humana Inc	Health Care	$1719.7M	5.9%	No Change
BAX	None	Baxter	Health Care	$1370.1M	4.7%	No Change
CVS	None	CVS Health	Health Care	$1198.2M	4.1%	No Change
DG	None	Dollar General	Consumer Staples	$1161.7M	4.0%	No Change
SWKS	None	Shockwave Medical Inc.	Information Technology	$1067.2M	3.6%	No Change
CTSH	None	Cognizant Technology Solutions	Information Technology	$1017.0M	3.5%	No Change
BMY	None	Bristol-Meyers Squibb	Health Care	$966.7M	3.3%	No Change
TSN	None	Tyson Foods	Consumer Staples	$962.8M	3.3%	No Change
CRBG	None	Corebridge Financial	Financial Services	$952.5M	3.3%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
FMSFresenius Medical Care AG	$322.3M	+100.0%	1.1%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
2269.HKWuXi Biologics (Cayman) Inc.	$163873.8M	-100.0%	0.0%	Sold Out
2057.HKZTO Express	$163873.8M	-100.0%	0.0%	Sold Out
FME.DEFresenius Medical Care AG	$322.3M	-100.0%	0.0%	Sold Out
ZTOZTO Express	$163.9M	-99.9%	0.6%	Decreased

13F Sector Breakdown

Health Care19.7%

Information Technology17.4%

Consumer Discretionary14.8%

Financials12.6%

General9.7%

Sector	Stocks	Value	Exposure
Health Care	7	$5782.2M	19.7%
Information Technology	9	$5109.3M	17.4%
Consumer Discretionary	6	$4334.6M	14.8%
Financials	7	$3702.0M	12.6%
General	6	$2833.1M	9.7%
Consumer Staples	4	$2533.2M	8.7%
Industrials	4	$1428.1M	4.9%
Financial Services	1	$952.5M	3.3%
Materials	1	$933.3M	3.2%
Energy	2	$857.9M	2.9%
Basic Materials	1	$338.7M	1.2%
Healthcare	1	$322.3M	1.1%
Consumer Cyclical	1	$157.7M	0.5%