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 12/31/19. The fund's latest filing disclosed 1BN in positions, representing 83% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 12/31/19. The fund's latest filing disclosed 1BN in positions, representing 83% of the manager's regulatory AUM.
POPLAR FOREST CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
POPLAR FOREST CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CVS | 4.5% | Cons. Staples | -7.96% | -0.37% | 0 | 19% | ||
| KR | 4.5% | Cons. Staples | 5% | 0.21% | 0 | 8% | ||
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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...
Unlock Full Investment Process Description
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
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
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