Pzena Mid Cap Focused Value Q3 2025 Commentary Pzena Investment Management 19 Follower s Comments Summary Equity markets continued to push higher in the third quarter, as momentum and AI enthusiasm carried the day. Our Pzena Mid Cap Focused Value strategy rose but underperformed the Russell Midcap Value Index. Telecommunications, health care, and industrials were the largest detracting sectors in the quarter. The consumer discretionary, financials, and energy sectors were the top contributors. We added Solventum, a medical device company, and initiated a position in Sensata, a sensor supplier. Equity markets continued to push higher in the third quarter, as momentum and AI enthusiasm carried the day. Within the mid-cap space, value outperformed growth. Our Pzena Mid Cap Focused Value strategy rose but underperformed the Russell Midcap Value This article was written by 19 Follower s Pzena Investment Management’s investment philosophy is simple: it seeks to buy good businesses at low prices. Pzena focuses exclusively on companies that are underperforming their historically demonstrated earnings power, performing fundamental, bottom-up research on these companies in an effort to determine whether the problems that caused the earnings shortfall are temporary or permanent. For inquiries or communication, please use Pzena’s official channels. Comments Recommended For You.
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Tag Archives: underperformed
Locked-In Income: 2 Attractively Priced REITs Every Dividend Collector Should Consider
Nov. 14, 2025 | 7:15 AM ET
**Tickers:** SCHD, VICI, GDEN, EPR
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## VICI Properties and EPR Properties: High Yields and Attractive Upside Potential
VICI Properties and EPR Properties offer investors high yields and attractive upside potential over the next 12-24 months. VICI currently trades at a discounted forward price to Adjusted Funds From Operations (P/AFFO), boasts robust liquidity, and recent acquisitions add accretive growth to its portfolio.
EPR, despite its exposure to the theater segment, shows strong AFFO growth, maintains a conservative payout ratio, and presents a compelling valuation following recent price pullbacks.
Both REITs provide well-covered dividends above 5%. Their suppressed price levels offer a margin of safety for income-focused investors, even amid ongoing economic headwinds.
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## Market Overview and Investor Perspective
The market has continued to reach new highs despite recent volatility. However, some investors—particularly those focused on dividends—may have experienced underperformance. As long as the dividends continue to roll in, many remain satisfied.
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## Black Friday Sale 2025: Get 20% Off
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## About the Author
This article was written by an analyst with 7.51K followers and who contributes to the iREIT+Hoya Capital investment group. Please note that Dividend Collection Agency is not a registered investment professional or financial advisor. The information provided here is for educational purposes only and should not be considered financial advice. Readers are encouraged to conduct their own due diligence.
The author is a Navy veteran who enjoys dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and REITs. As a buy-and-hold investor, the author prefers quality over quantity and plans to supplement retirement income through dividends in the next 5-7 years.
Their mission is to help hardworking, lower- and middle-class workers build investment portfolios in high-quality, dividend-paying companies. Additionally, the author aims to offer investors new perspectives to help achieve financial independence.
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## Analyst’s Disclosure
I/we hold a beneficial long position in VICI shares, either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it other than from Seeking Alpha. I have no business relationship with any company whose stock is mentioned.
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## Seeking Alpha’s Disclosure
Past performance is no guarantee of future results. No recommendation or advice is being given regarding the suitability of any investment for any particular investor. Views expressed may not reflect those of Seeking Alpha as a whole.
Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. The platform’s analysts are third-party authors that include professional and individual investors who may not be licensed or certified.
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BNY Mellon Global Stock Fund Q3 2025 Commentary
**BNY Mellon Global Stock Fund Q3 2025 Commentary**
The BNY Mellon Global Stock Fund (DGLRX) underperformed its benchmark, the MSCI World Index, during the third quarter of 2025. Several factors contributed to this cautious performance outlook, including tariff uncertainty, government debt trajectories, and valuation concerns in certain areas of the market.
One notable drag on relative returns was the fund’s greater exposure to the weak healthcare sector, alongside underperformance from some held names. Despite these short-term challenges, we remain confident that the long-term driver of investor returns will be the enduring ability of companies to innovate, grow, and prosper.
**Market Review**
Global equity markets continued to rise throughout Q3 2025, even amid concerns over economic growth. This upward momentum was supported by central banks—most notably the U.S. Federal Reserve—shifting their policy stance toward easing. Additionally, broadly resilient earnings growth helped sustain investor confidence and market performance.
**About BNY Investments**
BNY Investments is a global, multi-specialist asset management group anchored by the strength and resilience of BNY, which boasts a 240-year history and wealth of experience. Managing nearly $2 trillion in assets, BNY Investments offers a wide range of investment solutions developed and managed by talented asset class specialists. Each specialist team employs distinct philosophies and proven approaches to delivering value.
For inquiries or further communication, please use BNY Investments’ official channels.
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Thrivent Global Stock Fund Q3 2025 Commentary
**Thrivent Asset Management: Quarterly Fund Performance and Company Overview**
For the latest quarter, the Fund underperformed its public benchmark but outperformed its Morningstar peer group. Specifically, an overweight allocation to domestic equities contributed positively to performance, while the overweight to SMID caps detracted. Overall, the Fund’s managers performed well in aggregate.
Looking at the one-year period, the Fund again underperformed its public benchmark but maintained outperformance relative to the Morningstar peer group. Both domestic and international overweight positions added to the Fund’s results, as did an overweight allocation to growth stocks.
**Performance Factors**
During the quarter, the Fund’s performance lagged behind its public benchmark, the MSCI All Country World Index USD Net Returns. However, it outpaced its Morningstar peer group. The Fund’s slight overweight to domestic equities supported positive returns, though the overweight to SMID caps held back overall performance.
On the macroeconomic front, indicators have highlighted weakness in employment, housing, and consumer sentiment, which may have influenced recent market movements and Fund performance.
**About Thrivent Asset Management**
Thrivent has been offering investment products since 1970. Its investment adviser, Thrivent Asset Management, LLC (TAM), is a subsidiary of Thrivent. As a membership-owned fraternal organization, Thrivent has delivered holistic financial services and demonstrated a commitment to serving clients for over 100 years.
Thrivent Distributors, LLC, a registered broker-dealer and FINRA member, serves as the distributor for Thrivent Mutual Funds and Thrivent Variable Portfolios. Additionally, ALPS Distributors, Inc., also a FINRA member, is the distributor for Thrivent ETFs, with Thrivent Distributors, LLC acting as the marketing agent for these ETFs.
Thrivent Asset Management, LLC is an SEC-registered investment adviser providing asset management services for Thrivent Mutual Funds and ETFs. It also offers non-discretionary investment advice to sponsors of managed accounts through model portfolios. The Thrivent Variable Portfolios receive advisory services from Thrivent, another SEC-registered investment adviser.
Both Thrivent Distributors, LLC and Thrivent Asset Management, LLC operate as subsidiaries of Thrivent, the marketing name for Thrivent Financial for Lutherans. It is important to note that ALPS Distributors, Inc. is not affiliated with Thrivent or any of its subsidiaries.
For inquiries or communication, please use Thrivent’s official channels.
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