Poplar Forest: A Place To Stand Away From The Crowd.

Thomas Jefferson

Dale Harvey founded Poplar Forest in 2007, after 16 years with The Capital Group Companies, where he was portfolio counselor managing roughly $20 billion in client assets for several of the American Funds mutual fund sub accounts. As his investment responsibilities grew, Dale discovered the challenge of managing large pools of capital. In an unusual move, he left the Capital Group and founded a boutique firm where he and a small staff could focus on a contrarian investment strategy – a firm where size should not impede investment results.

Thomas Jefferson was an inspiration for this new venture. Dale grew up in Virginia, 12 miles from a different Poplar Forest: Jefferson’s little-known, secluded estate. There, Jefferson escaped the very public demands that surrounded him at his more famous home, Monticello. Over time, the Poplar Forest estate grew to be the third president’s creative haven for reading, writing, and the pursuit of perfection in American architecture.

And so it is no mistake that Dale chose Poplar Forest as the name for his new venture. Like Jefferson’s cherished retreat, Poplar Forest Capital strives to be a place where analytical rigor enables independent thought. We have built a boutique firm that provides focused portfolios for a select group of client-partners. Our firm holds true to fundamental business analysis and contrarian strategy, un-swayed by mainstream opinion or the short-term action of markets.

Through Poplar Forest Capital, we are building an ethos based on values as enduring as Jefferson’s institutions and iconic architecture. Our model is one of partnership with like-minded investors--delivered with passion, integrity, humility, and skill for generations to come.

 

Mutual fund investing involves risk. Principal loss is possible. Investments in the Poplar Forest Funds include risks associated with debt securities, foreign and emerging market securities, fixed income securities, small and medium companies, options, Mortgage-Backed and Asset-backed Securities and Investment Companies. See the prospectus for additional information about the risks of investing in the Funds.

Before you invest in the Poplar Forest Funds, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling 1-877-522-8860. The prospectus should be read carefully before you invest or send money.

The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

References to other mutual funds should not be interpreted as an offer of these securities.

Poplar Forest Capital, LLC, is the adviser to the Poplar Forest Funds, which are distributed by Quasar Distributors, LLC.

70 South Lake Avenue, Suite 930
Pasadena, California 91101
626.304.6000