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Daniel Babkes

Daniel Babkes

Portfolio Manager at Pzena Investment Management LLC

New York, NY , United States

About

Daniel L. Babkes is a Principal and Portfolio Manager at Pzena Investment Management in New York, where he is co-portfolio manager for the Focused Value and Large Cap strategies. In this role, he is responsible for overseeing investment portfolios primarily within U.S. large cap equities, with an emphasis on a deep value investing approach that identifies and invests in significantly undervalued businesses.

Prior to his current responsibilities, Mr. Babkes served as Senior Research Analyst at Pzena and has a background that includes roles as an analyst at LG Capital Management and as an investment banker in the restructuring group at Evercore Partners. His experience spans fundamental research, distressed investing, and event-driven hedge fund strategies, with sector coverage focused on U.S. large cap companies across multiple industries.

Mr. Babkes holds an MBA from the Wharton School at the University of Pennsylvania and a BA, cum laude, from Amherst College, reflecting deep expertise in finance and equity research. He has contributed notably to portfolio construction and risk assessment at Pzena, helping guide the firm's disciplined and research-intensive investment process.

Career History

OrganizationRoleDate RangeDetails
Pzena Investment ManagementPortfolio ManagerJan 2022 to Present
Pzena Investment ManagementSenior Research AnalystMay 2018 to Present
Pzena Investment ManagementResearch AnalystMay 2016 to Present
LG CapitalInvestment ProfessionalApr 2014 to Feb 2016
Evercore PartnersAssociate, Restructuring and Debt AdvisoryAug 2012 to Apr 2014
The Wharton SchoolMBA StudentAug 2010 to May 2012
Moelis & CompanySummer AssociateJun 2011 to Aug 2011
Chesapeake PartnersTraderFeb 2008 to Jul 2010

Education

University of Pennsylvania - The Wharton School

MBA, Finance, General

2010 2012

Amherst College

BA

2002 2006

Skills & Expertise

Financial Modeling
Restructuring
Valuation
Corporate Finance
Capital Markets
Hedge Funds
Mergers & Acquisitions
Investments
Private Equity
Financial Analysis
Value Investing
Special Situations Investing
Event Driven
Due Diligence
Investment Banking
Credit Analysis
Investment Research
Debt Restructuring
Company Research
Industry Research
Equity Research
Public Markets
Principal Investing
Leveraged Finance
Advisory
Finance
Financial Services
Mergers and Acquisitions
Services

Others at Pzena Investment Management LLC (23)

NameRoleLocation
A
Akhil Subramanian
Principal, Portfolio ManagerNew York, NY , United States
Allison Fisch
Allison Fisch
Managing Principal, President, Portfolio ManagerNew York, NY , United States
A
Andrew Chung
Principal, Senior Research AnalystNew York, NY , United States
E
Evan Fox
Principal, Portfolio ManagerNew York, NY , United States
F
Frank Hanley
TraderNew York, NY , United States
J
Jason Doctor
Portfolio Manager, Senior Research Analyst, PrincipalNew York, NY , United States
John Rogers
John Rogers
Senior Research AnalystNew York, NY , United States
Randall McDonald
Randall McDonald
Head of TradingLarchmont, NY , United States
S
Sara Fung
Senior Research AnalystNew York, NY , United States
Shaina Pollack
Shaina Pollack
PrincipalNew York, NY , United States
Showing 1-10 of 23 team members

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