Deep-value investor Richard Pzena (PZN) remains bullish on the big banks, calling their improved...

|About: Pzena Investment Managem... (PZN)|By:, SA News Editor

Deep-value investor Richard Pzena (PZN) remains bullish on the big banks, calling their improved situation nowhere near reflected in their share prices. Big-cap tech is also a favorite as it's now investor habit to price these top-quality, cash-flow heavy businesses at a discount to the market. He notes finance and tech makes up 55% of his portfolio vs. 32% for managers identifying themselves as large-cap value.