J. Dale Harvey Interview with Wall Street Transcript
Poplar Forest Research2025-09-05T16:18:26+00:00In July 2025, J. Dale Harvey, lead Portfolio Manager for Poplar Forest Partners Fund and Cornerstone Fund, sat down with Wall Street Transcript.
Questions of Value — Are investors being compensated for the risk of a weakening U.S. consumer?
Poplar Forest Research2023-11-20T22:22:38+00:00As we head into the holiday seasons, the health of the U.S. consumer is top of mind. In this memo, we discuss our approach to navigating a potential slowdown in consumer spending.
Questions of Value — Do Expectations for Employment, Interest Rates, and the Stock Market Add Up?
Poplar Forest Research2023-05-18T20:16:44+00:00The stock market appears to be forecasting an upcoming economic environment that is meaningfully different than the signals being provided by the employment market and interest rates. Which expectations are correct? This paper discusses our thoughts on this disconnect and the types of companies we favor.
Questions of Value — Is Selectivity Now Required for Double-Digit Returns?
Poplar Forest Research2023-02-22T15:06:14+00:00Following a decade of above average stock market returns, this memo explores the growing importance of selectivity and active portfolio management in the years to come.
Questions of Value — From Undersupplied to Oversupplied?
Poplar Forest Research2022-11-22T00:57:20+00:00Will the economy soon shift from a state of undersupply to oversupply? This memo explores some of the relevant investment opportunities and risks for long-term value investors.
Questions of Value — The Most Anticipated Recession of All Time?
Poplar Forest Research2022-08-26T22:30:18+00:00Evaluating the quality of earnings growth expectations embedded in current business valuations is extremely important in these uncertain times.
Questions of Value — A New Market Regime?
Poplar Forest Research2022-05-23T15:35:41+00:00Factors leading to growth outperformance do not appear sustainable. We believe the current environment is particularly well-suited to our absolute value investment process.
Questions of Value — What Do You Have to Believe For Growth to Outperform Value
Poplar Forest Research2022-03-21T23:21:38+00:00This is the first in a series of memos in which we will address common questions from our clients about the Partners Strategy and Value investing. In this insight, we discuss why we believe the value opportunity in our Financial Services holdings is compelling in the current interest rate environment.
Questions of Value — Interest Rates and Financial Services Stocks
Poplar Forest Research2021-11-18T15:51:28+00:00This is the first in a series of memos in which we will address common questions from our clients about the Partners Strategy and Value investing. In this insight, we discuss why we believe the value opportunity in our Financial Services holdings is compelling in the current interest rate environment.
Analyst Insight: Technology, Communications and Utilities Q&A
Poplar Forest Research2021-08-04T17:03:44+00:00In this edition of Analyst Insights, Cathy Lloyd updates us on how the pandemic has shaped the Technology, Communication Services, and Utilities sectors and what she’s looking for when evaluating investment opportunities.