Pzena Mid Cap Focused Value Q1 2026 Commentary
Pzena Mid Cap Focused Value Composite underperformed in the first quarter of 2026. The composite recorded a gross return of -1.2%, while the Russell Midcap Value Index increased by 3.7%. Key contributors and detractors to performance included Humana and Dow, respectively.
- ▪Pzena Mid Cap Focused Value Composite had a gross return of -1.2% in Q1 2026.
- ▪The Russell Midcap Value Index advanced by 3.7% during the same period.
- ▪Humana was the largest detractor due to a disappointing Medicare Advantage rate update.
- ▪Dow contributed positively as the conflict in Iran created a feedstock advantage.
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