Pzena Focused Value Strategy Increased Skyworks Solutions (SWKS) on a Dip

Pzena Focused Value Strategy Increased Skyworks Solutions (SWKS) on a Dip Soumya Eswaran Tue, June 23, 2026 at 8:13 PM GMT+7 2 min read SWKS Pzena Investment Management recently released its first-quarter 2026 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter due to the Iran conflict and the related energy price hike, compounded by continued AI-related uncertainty. Despite this volatility, energy stocks led the value index higher, but the portfolio fell short of the index and returned -4.7% (net) vs. 2.1% for the Russell 1000 Value Index. Despite the uncertainty, the firm believes that the current environment presents a strong long-term opportunity. In addition, you can check the Fund’s top five holdings to see its best picks for 2026.

In its first-quarter 2026 investor letter, Pzena Focused Value Strategy highlighted stocks like Skyworks Solutions, Inc. (NASDAQ:SWKS). Headquartered in Irvine, California, Skyworks Solutions, Inc. (NASDAQ:SWKS) designs, develops, and manufactures analog and mixed-signal semiconductor products. On June 22, 2026, Skyworks Solutions, Inc. (NASDAQ:SWKS) stock closed at $76.18 per share. One-month return of Skyworks Solutions, Inc. (NASDAQ:SWKS) was -8.68%, and its shares gained 3.76% of their value over the last twelve months. Skyworks Solutions, Inc. (NASDAQ:SWKS) has a market capitalization of $11.46 billion.

Pzena Focused Value Strategy stated the following regarding Skyworks Solutions, Inc. (NASDAQ:SWKS) in its Q1 2026 investor letter: