Loading...
INSIGHTS2024-02-28T17:00:43+00:00

June 30, 2024 Quarterly Letter

What does North Carolina barbecue have in common with value investing? The barbecue in NC is a tale of two tastes – a sauce with ketchup or without, while value investing is a tale of two disciplines – Absolute Value and Relative Value. In his new quarterly letter our CEO, J. Dale Harvey, dives deeper into these two topics and shares additional insights on the economy, markets, and our portfolios. Enjoy!

July 2nd, 2024|Categories: Quarterly Reports|

March 31, 2024 Quarterly Letter

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.

April 1st, 2024|Categories: Quarterly Reports|

September 30, 2023 Quarterly Letter

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.

October 5th, 2023|Categories: Quarterly Reports|

Categories

Recent Posts

Quarterly Commentary Archive

CONTACT US
Go to Top