With valuation as our north star, we apply the same, bottom-up investment process across all sectors of the economy, regardless of their macroeconomic sensitivity.
About J. Dale HarveyThis author has not yet filled in any details.
So far J. Dale Harvey has created 6 blog entries.
“Too often, I’ve seen investors chase performance to their detriment while ignoring opportunities to invest in good strategies when they are out-of-sync with the broad market. While it may sound counterintuitive, Poplar Forest’s results right now are as bad as they ever have been relative to the S&P 500®, and I believe that makes this a particularly compelling time to invest with us.”- J. Dale Harvey
For many investors, the current investment environment feels challenging. The new administration in Washington is charting a very different path than that pursued by the Obama team. For much of the preceding eight years, the Federal Reserve was the focus of investor attention.