Poplar Forest Partners Fund

615 East Michigan Street,3rd Floor
Milwaukee , WI, 53202

Rank

Rank Universe
7 377

Summary

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The value oriented investment process looks for out-of-favor companies with compelling earnings or price metrics.

The process starts with a list of companies in the benchmark and applies quantitative research to identify underappreciated companies with the potential to deliver superior returns over a full market cycle.< More

Link

Directors

Dec 14, 2023
  • David G Mertens
  • Joe D Redwine
  • Raymond B Woolson
  • Michele Rackey

Chief Compliance Officer

  • Joseph R Kolinsky

Fund Manager(s)

Price

  • $ 50.07 ( -0.27 )
    Feb 3, 2025
    Last Close
  • Net Assets
  • $309.7M
    Feb 29, 2024
  • Holding
  • 31
    Aug 29, 2024
    More

  • 52-Week High/Low
  • $56.71 - $47.3
  • Turnover
  • 36%
  • Expense Ratio
  • 1.05%

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

-7.09%

5 Year

19.36%

Best

46.07%

2013

Worst

-18.64%

2018

Alpha

IPFPX Russell 1000

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