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Advisor Information for PZIEX

Fund Inception03/31/2014
Name of IssuerPzena
Fund Advisor(s)Pzena Investment Management, LLC
Sub-Advisor(s)--

Fund Managers for PZIEX

Allison Fisch
Portfolio Manager since 03/31/2014
Allison Fisch, Managing Principal, President, Portfolio Manager, and a member of the firm’s Executive Committee. Ms. Fisch became a member of the firm in 2001 and helped to launch the Emerging Markets strategies in 2008, on which she has been a co-portfolio manager since inception. She joined the International portfolio management team in 2016. Ms. Fisch also co-managed the International Small Cap Value strategy and oversaw Global Best Ideas from 2017 to 2022. She was promoted to President in 2023.
Caroline Cai
Portfolio Manager since 03/31/2014
Caroline Cai, CFA, Managing Principal, CEO, Portfolio Manager, and a 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.
Rakesh Bordia
Portfolio Manager since 04/09/2015
Rakesh Bordia, Principal and Portfolio Manager. Mr. Bordia is a co-portfolio manager for the Emerging Markets and International strategies. Mr. Bordia became a member of the firm in 2007.
Akhil Subramanian
Portfolio Manager since 01/01/2023
Akhil Subramanian, Principal and Portfolio Manager. Mr. Subramanian became a member of the firm in 2017. He is a co-portfolio manager for Emerging Markets strategies.