POPLAR FOREST CAPITAL Overview
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.
The manager's has disclosed holdings from 12/31/08 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 94% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 94% of the manager's regulatory AUM.
POPLAR FOREST CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
POPLAR FOREST CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IBM | 4.92% | Tech | -3.77% | -0.99% | 0 | 21% | ||
| ABC | 4.6% | Health | 11.12% | -0.33% | 1 | 13% | ||
|
Get the Full Report |
||||||||
FEATURED IN
POPLAR FOREST CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James D. Harvey | Managing Member, Chairman, & Ceo | September-2007 |
| Christopher E. Morphy | President | December-2007 |
| Anne R. Newman | Chief Compliance Officer | January-2012 |
POPLAR FOREST CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
POPLAR FOREST CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Poplar Forest evaluates investment opportunities using bottom-up, fundamental analysis. This
type of analysis often includes review of company filings, presentations, conference calls, third- party equity research and fixed income debt ratings, followed by an assessment of the prospective investment. Poplar Forest pays particular attention to the following factors:
1. Expected future profits;
2. Expected sustainable revenue and/or asset growth;
3. Expected cash investment needed to support expected growth;
4. Normalized free cash flow after considering Items 1 through 3 above; and
5. Valuation relative to normalized earnings and free cash flow after giving consideration to growth potential and financial strength.
Investment Strategies
Contrarian Value – This strategy seeks to deliver superior, risk-adjusted returns over full market...
Get the Full Report
Methods of Analysis
Poplar Forest evaluates investment opportunities using bottom-up, fundamental analysis. This
type of analysis often includes review of company filings, presentations, conference calls, third- party equity research and fixed income debt ratings, followed by an assessment of the prospective investment. Poplar Forest pays particular attention to the following factors:
1. Expected future profits;
2. Expected sustainable revenue and/or asset growth;
3. Expected cash investment needed to support expected growth;
4. Normalized free cash flow after considering Items 1 through 3 above; and
5. Valuation relative to normalized earnings and free cash flow after giving consideration to growth potential and financial strength.
Investment Strategies
Contrarian Value – This strategy seeks to deliver superior, risk-adjusted returns over full market...
Get the Full Report
POPLAR FOREST CAPITAL Portfolio Concentration
POPLAR FOREST CAPITAL Location
70 S. LAKE AVENUE
SUITE 930
PASADENA, California
UNITED STATES, 91101-4703
SUITE 930
PASADENA, California
UNITED STATES, 91101-4703
POPLAR FOREST CAPITAL Contact Information
Phone Number: 626-304-6000
Fax Number: 626-304-0827
Website: http://www.poplarforestllc.com
Fax Number: 626-304-0827
Website: http://www.poplarforestllc.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
