March 31, 2024 Quarterly Letter

2024-04-11T21:15:51+00:00

Good barbecue takes quality ingredients and patience. So does generating strong long-term investment results in value companies. Enjoy our quarterly letter where our CEO, J. Dale Harvey, shares his thoughts on the current market environment..and tasty barbecue.

March 31, 2024 Quarterly Letter2024-04-11T21:15:51+00:00

December 31, 2023 Quarterly Letter

2024-04-11T21:24:54+00:00

Three things that are successfully unwavering in the face of change: the Rolling Stones, Warren Buffett & Charlie Munger, and Poplar Forest Capital. Surprised? See the timeless similarities each of them in J. Dale Harvey's recent quarterly letter.

December 31, 2023 Quarterly Letter2024-04-11T21:24:54+00:00

September 30, 2023 Quarterly Letter

2023-11-28T16:57:49+00:00

Bigger does not always equate to better. Read J. Dale Harvey's thoughts on the positive contributions of mid-cap companies to long-term investment results. Our quarterly letter details Poplar Forest's consistent investments in mid-cap companies and approach to value investing.

September 30, 2023 Quarterly Letter2023-11-28T16:57:49+00:00

June 30, 2023 Quarterly Letter

2023-07-05T18:53:43+00:00

Investors and advisors need to beware of style drift, especially in this period where stock market results seem to be disconnecting from macroeconomic fundamentals. Our quarterly letter details Poplar Forest's consistent value approach to investing.

June 30, 2023 Quarterly Letter2023-07-05T18:53:43+00:00

March 31, 2022 Quarterly Letter

2022-05-23T15:36:38+00:00

These days, the investment highway seems more treacherous than an L.A. freeway in a rainstorm. Defensive techniques aren’t just for driving. Value has become defensive again, just as it was in the aftermath of the late 1990s Tech Bubble.

March 31, 2022 Quarterly Letter2022-05-23T15:36:38+00:00

December 31, 2021 Quarterly Letter

2022-01-07T22:26:14+00:00

Poplar Forest’s portfolios are currently valued at one of the largest price-to-earnings discounts to the S&P 500 since we’ve been in business. In effect, the market is suggesting that the outlook for our companies is less attractive than it has ever been. We disagree. Our companies may be underdogs, but when we look out over the next 3-5 years, we believe that their fundamentals will more than beat the spread.

December 31, 2021 Quarterly Letter2022-01-07T22:26:14+00:00
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