Markets tend to climb a wall of worry, yet it seems like some investors may be ignoring risk altogether. Have your client portfolios become out of balance toward growth? Our CEO and Lead PM, J. Dale Harvey, shares his thoughts from our recent Quarterly Investment call. #valueinvesting #valuestocks #marketinsights
关于我们
Formed in September 2007, Poplar Forest Capital provides active investment management to select individual and institutional investors. Our mission is to achieve superior risk adjusted returns, net of fees and taxes, over full market cycles by investing in underappreciated companies and industries. We believe that the best investment opportunities often go overlooked by the majority of investors. Market participants tend to move as a herd, but we look purposefully in a different direction and search for great ideas among the companies and industries most other investors ignore. We believe that selectively constructing portfolios of undervalued businesses may increase potential returns while also limiting risks. Our approach can feel uncomfortable at times, but clients choose us because they believe—as we do—that price matters.
- 网站
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https://poplarforestllc.com
Poplar Forest Capital LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Pasadena，California
- 创立
- 2007
地点
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主要
获取路线
225 South Lake Avenue
Suite 950
US，California，Pasadena，91101
Poplar Forest Capital LLC员工
动态
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The Fed is Cutting Rates – Let The Good Times Roll? With the Fed beginning to ease monetary policy, US equity markets continue to trade at near-record levels. What risks lie beneath the market’s surface? Read Poplar Forest Capital’s 3Q 2024 quarterly letter from our CEO J. Dale Harvey for his timely insights.
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What do fundamentals say about today’s markets? Our CEO and Lead PM, J. Dale Harvey, shares his thoughts from our recent Quarterly Investment call. #valueinvesting #valuestocks #marketinsights
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Is the AI-driven two-tier market sustainable? Listen to comments shared on our recent Quarterly Investment call from our CEO and Lead PM, J. Dale Harvey.
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What does North Carolina barbecue have in common with value investing? The barbecue in NC is a tale of two tastes – a sauce with ketchup or without, while value investing is a tale of two disciplines – Absolute Value and Relative Value. In his new quarterly letter our CEO, J. Dale Harvey, dives deeper into these two topics and shares additional insights on the economy, markets, and our portfolios. Enjoy!
June 30, 2024 Quarterly Letter - Poplar Forest Funds
https://poplarforestfunds.com
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In a period of expensive valuations, true value equities provide a safe haven during today’s market uncertainty. Poplar Forest’s CEO J. Dale Harvey shares his thoughts on this clip from our recent investment call. #valueinvesting?#valuestocks?#marketinsights
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What does great barbecue have to do with value investing? Both require quality ingredients and disciplined patience. Read Poplar Forest’s new quarterly letter to get insights from our CEO, J. Dale Harvey, on the current market environment, the positioning of our portfolio…oh, and yes, mouth-watering barbecue! #valueinvesting?#valuestocks?#marketinsights
March 31, 2024 Quarterly Letter - Poplar Forest Funds
https://poplarforestfunds.com
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When’s the right time to be looking at Value? How about right now! Poplar Forest's CEO J. Dale Harvey shares his thoughts on this clip from our recent investment call. #valueinvesting #valuestocks #marketinsights Performance data quoted represents past performance; past performance does not guarantee future results. Standard portfolio results can be found by clicking this link: https://lnkd.in/gSBNpP2V
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When is the value cycle going to turn? Spoiler Alert: It may already have! Enjoy our current Quarterly Letter in which Poplar Forest CEO, J. Dale Harvey, shares unique insights on the market environment as we move into 2024. #valueinvesting #valuestocks #marketinsights
December 31, 2023 Quarterly Letter - Poplar Forest Funds
https://poplarforestfunds.com