Pzena Mid Cap Value Q1 2026 Commentary
Pzena Mid Cap Value Fund underperformed its benchmark in the first quarter of 2026. Despite gains in the basic materials sector, the fund returned -0.5% net. The portfolio saw significant changes, including a new position in CDW and exiting FMC.
- ▪Pzena Mid Cap Value Composite returned -0.5% net in Q1 2026.
- ▪Humana was the largest individual detractor from the fund's performance.
- ▪The portfolio initiated a position in CDW and exited agricultural chemical company FMC.
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