Investor Letters
Letters through July 16, 2026
1 letter reporting on the period ending July 16, 2026, in each firm's own reckoning.
- Pzena Investment Management Read more on ESG The Sustainability Backlash is Doing Investors a Favor, Just Not the One You Think (2Q 2026) Conversations with chief sustainability officers (CSOs) complement our ongoing engagement with the senior management of the companies we invest in. The current backlash against sustainability is proving unexpectedly useful, separating strategies that create durable business value from those that are more performative. Below we share why these conversations matter now and what they can tell us about long-term shareholder value creation. Read more Q2 2026 —
