Dale Harvey founded Poplar Forest Capital in 2007, after 16 years with The Capital Group Companies, where he was a portfolio counselor managing approximately $20 billion in client assets at the time of his resignation for several of the American Funds mutual fund sub accounts.
During his tenure at American Funds, Mr. Harvey managed, at various times, the value components of the American Balanced Fund, American Mutual Fund, Blue Chip Growth & Income Fund, Investment Company of America, SMALLCAP World Fund, and Washington Mutual Investors Fund.
In addition to his leadership of Poplar Forest, Dale serves as a portfolio manager for the Poplar Forest Contrarian Value Strategy, which includes the Partners Fund and the Cornerstone Fund, and is co-portfolio manager for the Poplar Forest Contrarian Mid Cap Strategy, which includes the Outliers Fund. Dale earned a Master of Business Administration with honors from Harvard University in 1991, and a B.S. in Commerce with honors from the University of Virginia in 1987.
References to other mutual funds should not be interpreted as an offer of these securities.