Please click on the names below for their biographies. Firm Information Disciplinary Questions 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. Poplar Forest Capital LLC | AUM 13F Message Apologies for the slow speeds the past few days. Poplar Forest Fund, L.P. Poplar Forest Fund, L.P. is an alternative asset fund operated by Poplar Forest Capital Llc and has approximately $83.6 million in assets. Total AUM ($MM) Copy 1800 1440 1080 720 360 0 2006 2011 2017 2023 Holdings by Sector ($MM) 1500 1200 900 600 300 0 2012 2015 2019 2023 ; . AUM. The fund's latest filing disclosed 961MM in positions, representing 70% of the manager's regulatory AUM. A high-level overview of Poplar Forest Partners Fund Institutional Class Inst (IPFPX) stock. The fund invests in. Mr. Total Number of Accounts. The current minimum investment for Poplar Forest Fund, L.P. is $2500000. It administers $2 billion in assets under management among its 36 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Public filings of Poplar Forest Fund LP raised by Poplar Forest Capital LLC. The largest investments include Equitable and Nucor , together worth $96.6 million. Before founding Poplar Forest Capital in September 2007, he spent 16 years at Capital Group, where he contributed as an analyst and manager to strong offerings, such as American Funds. Over a fifth of the Italian gross domestic product (GDP) is produced in the region. Brochure for Poplar Forest Capital LLC (Part 2A of Form ADV) 70 South Lake Avenue, Suite 930 Pasadena, CA 91101 (626) 304-6000 Contact: Christopher Morphy . Formed in September 2007, Poplar Forest Capital provides active investment management to select individual and institutional investors. Ohio 's best festival guide with over 2,300 festivals in such cities as Columbus, Cleveland, Cincinnati, Toledo, and everywhere in-between. The mission of the Corporation for Jefferson's Poplar Forest is to preserve, inspire, and tell the emerging story of Thomas Jefferson's Poplar Forest. CONTACT US NOW Poplar Forest Capital serves clients throughout the United States from our headquarters in Pasadena, CA. They launched a small hedge fund, Poplar Forest Fund LP, in October 2007 and their mutual fund in 2009. . Contact Us Preserving Jefferson's Creation Poplar Forest is Thomas Jefferson's personal retreat. Poplar Forest Partners Fund Established on December 31, 2009 our flagship fund is a U.S. focused, contrarian value fund designed to complement a core portfolio holding for long-term investors. Poplar Forest Fund, L.P. Overview Fund Type: other private Compensation Options. our sell process entails three categories of sales: (1) winners - our price target has been achieved and the business is no longer undervalued, (2) opportunity costs - the business is still undervalued but selling is warranted to fund investments with superior risk/return characteristics, and (3) losers - we determine our investment thesis was . Objective The Poplar Forest Partners Fund investment objective is long-term growth of capital. The assets under management (AUM) of Poplar Forest Capital LLC is $1.68 billion. Get the latest Poplar Forest detailed fund quotes, fund trade data, stock price info, manager performance attribution, including Poplar Mutual Fund charts, stats and more. Poplar Forest Capital, registered in 2007, serves 3 state (s) with a licensed staff of 2 advisors. Here, you'll find award-winning, thought-provoking and meticulous historical restoration, both inside and outside the walls of Jefferson's house, through archaeological discoveries and research that continues to uncover new knowledge about Thomas Jefferson and the free and enslaved people who formed the community at Poplar Forest. Poplar Forest Capital Inception Date Dec 31, 2009 Shares Outstanding 541551 Share Class A Currency USD Domiciled Country United States Manager J. Dale Harvey Fund Description The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. Poplar Forest, located in Bedford County, was Thomas Jefferson 's villa retreat. Returns. Harvey has a Series 63 license, designating them as a securities broker, and is registered to work in Texas. . The manager's has disclosed holdings from 12/31/08 to . Milan is a cosmopolitan metropolis with a European flair, and is considered one of the world's fashion and design capitals, a city of trendsetters and trailblazers. 3Y . A scraper spammed the site, I'll put in more defenses going forward. The managers's latest filing has disclosed 867MM in positions, which represents 63% of the manager's regulatory AUM. The firm has just over $1 billion in assets under management, as of March 2014, most of which is in separate accounts for high net worth individuals. Inception. $299.93M. Total Assets Under Management. For more on Poplar Forest Capital Llc including top positions . 1,228. Their last reported 13F filing for Q2 2022 included $871,193,000 in managed 13F securities and a top 10 holdings concentration of 42.74%. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. Poplar Forest Capital is a hedge fund with 25 clients and discretionary assets under management (AUM) of $966,951,910 (Form ADV from 2022-03-31). The largest investments include Chevron and United Therapeutics Corp , together worth $80 thousand. Download as csv Download as Excel. Quick AUM fee refresher from Advisory HQ: The principal office where Poplar Forest Capital LLC performs its advisory services is located at 70 S. Lake Avenue, Pasadena, CA 91101 4703, which is also the mailing address of the firm. The Fund seeks long-term growth of capital by investing primarily in equity securities of under-appreciated large and medium-sized companies and industries. IPFOX Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More 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. 100.00% of all the mutual funds are. Get the tools used by (smart) 2 investors. Poplar Forest Capital. Poplar Forest Capital LLC is an advisory company based in Pasadena, California. Poplar Forest Capital Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions. Poplar Forest is open daily (10 a.m. to 5 p.m.) from March 15 through December 30 for docent-guided or . Jefferson's wife, Martha Wayles Skelton Jefferson, inherited the Poplar Forest land from her father in 1773, and work on the distinctive octagonal house began in 1806. Poplar Forest manages client assets on both a discretionary and non-discretionary basis. The fund's open price was 50.68. Current agricultural uses for forest and timberland for sale in Washington include for vineyard, poultry .. "/> sexual dysfunction what is the purpose of a pastor anniversary montrose funeral homes. The managers's latest filing has disclosed 867MM in positions, which represents 63% of the manager's regulatory AUM. 1Y. Positions held by Poplar Forest Capital consolidated in one spreadsheet with up to 7 years of data . CAPITAL CAMPAIGN DONOR BENEFITS. 63. Poplar Forest Capital LLC administers $1.2 billion in assets across 63 customer accounts, making it one of the bigger firms in the country by assets under management (AUM). ACCOUNTS. Poplar Forest Capital. Poplar Forest Capital Llc is an investment manager based in Pasadena, CA with $973.9 M in assets under management. Poplar Forest is trading at 50.73 as of the 16th of September 2022; that is 0.1 percent up since the beginning of the trading day. "We look purposefully in a different directionfor great ideas that have yet to The Retreat Founding Father and third U.S. president Thomas Jefferson designed the plantation, and used the property as both a private retreat and a revenue-generating plantation. dale harvey founded poplar forest capital in 2007, after 16 years with the capital group companies, where upon his resignation, 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 Lombardy's capital city boasts a rich artistic heritage, is home to the prestigious La Scala theatre and a striking skyline dotted with skyscrapers. View more Funds ETFs News Research Poplar Forest Capital Funds Overview Income Profile Income Risk Returns Profile Allocations Expenses Name Price As of March 31, 2011, Poplar Forest managed approximately $338 . Poplar Forest Capital LLC | 227 followers on LinkedIn. Direct links to the EDGAR source material. Poplar Forest Capital is an investment fund managing more than $1 billion ran by J. Harvey. Poplar Forest Capital Llc is an investment manager based in Pasadena, CA with $973.9 M in assets under management. Poplar Forest Fund LP - . Poplar Forest Capital has $871M in assets under management (AUM), dropping by -9.34%. IPFCX's dividend yield, history, payout ratio, proprietary DARS rating & much more! Manager. You can reach the main office by calling the phone number 626-304-6000or by fax 626-304-0827. Advisors Series Trust - Poplar Forest Partners Fund is an open-end equity mutual fund launched by Advisors Series Trust. Formed in September 2007, Poplar Forest Capital provides active investment management to select individual and institutional investors. Poplar Forest Capital LLC is a financial advisor company that has its headquarters in Pasadena, California. James Harvey (CRD# 1514610) is an Investment Advisor Representative working at Poplar Forest Capital LLC in Pasadena, CA and has over 36 years of experience in the finance industry. Expense Ratio. Poplar Forest Capital LLC is a registered investment company that has its headquarters in Pasadena, California. Poplar Forest Partners is a concentrated portfolio of 25 to 35 stocks built without regard to the market cap or the sector weightings of the S&P 500. Central Index Key (CIK): 0001454949; Tip: Access up to 7 years of quarterly data. There are currently 85 companies in Harvey's portfolio. 0.96%. 225 South Lake Avenue Suite 950 Pasadena, California 91101 626.304.6000 There are currently 41 companies in Harvey's portfolio. Poplar Forest Cornerstone Fund IPFCX | Fund $28.69 $32.7 M 2.53% $0.73 0.90% IPFCX - Profile Distributions YTD Total Return -5.1% 3 Yr Annualized Total Return 15.9% 5 Yr Annualized Total Return 9.5% Capital Gain Distribution Frequency Annually Net Income Ratio 2.01% DIVIDENDS Dividend Yield 2.5% Dividend Distribution Frequency Annually Fund Details
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