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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 85% of the manager's regulatory AUM.

POPLAR FOREST CAPITAL StockAlpha

+3.3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

POPLAR FOREST CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HPE 5.13% Tech 5.09% 0.35% 0 14%
DNB 4.67% Industrials -10.64% -0.86% 1 10%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Unlock Full Investment Process Description

POPLAR FOREST CAPITAL Portfolio Concentration

POPLAR FOREST CAPITAL Location

70 S. LAKE AVENUE
SUITE 930
PASADENA, California
UNITED STATES, 91101-4703

POPLAR FOREST CAPITAL Contact Information

Phone Number: 626-304-6000
Fax Number: 626-304-0827
Website:

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
Path A