Management |
Domicile | Ireland | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 25/06/2014 | | Fund Advisor(s) | Pzena Investment Management, LLC |
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Fund Manager | Benjamin Silver | Manager Start Date | 11/01/2016 | Career Start Year | 1988 |
Education | Yeshiva University, B.S. |
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Biography |
Principal and Portfolio Manager. Mr. Silver is a co-portfolio manager for the Global strategies and the U.S. Large Cap, Mid Cap, Focused Value and Small Cap strategies. He is also a portfolio manager for Global Best Ideas. He previously served as co-Director of Research for 9 years. Mr. Silver became a member of the firm in 2001. Prior to joining Pzena Investment Management, Mr. Silver was a research analyst at Levitas & Company and a Manager for Ernst & Young LLP. He earned a B.S. magna cum laude in Accounting from Sy Syms School of Business at Yeshiva University. |
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Fund Manager | Caroline Cai | Manager Start Date | 25/06/2014 | Career Start Year | 1996 |
Education | Bryn Mawr College, B.A. |
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Biography |
Managing Principal, Chief Executive Officer, Portfolio Manager, and member of the firm’s Executive Committee. Ms. Cai is a co-portfolio manager for the Global, International, and Emerging Markets strategies, and the Financial Opportunities service. Ms. Cai became a member of the firm in 2004. Prior to joining Pzena Investment Management, Ms. Cai was a senior analyst at AllianceBernstein LLP, and a business analyst at McKinsey & Company. She earned a B.A. summa cum laude in Math and Economics from Bryn Mawr College. Ms. Cai holds the Chartered Financial Analyst® designation. |
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Fund Manager | John Goetz | Manager Start Date | 25/06/2014 | Career Start Year | 1979 |
Education | 1982, Northwestern University (Kellogg), M.B.A. | 1979, Wheaton College, B.A. |
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Biography |
Managing Principal, Co-Chief Investment Officer, Portfolio Manager, and member of the firm’s Executive Committee. Mr. Goetz is a co-portfolio manager for the Global, International, European and Japan Focused Value strategies. He also previously served as the Director of Research and was responsible for building and training the research team. Mr. Goetz became a member of the firm in 1996. Prior to joining Pzena Investment Management, Mr. Goetz held a range of key positions at Amoco Corporation, his last as the Global Business Manager for Amoco’s $1 billion polypropylene business. |