About Us
When J. Dale Harvey announced his resignation from the Capital Group companies in late August 2007, it came as a major surprise to the investment community. Dale had been with Capital for 16 years and was a portfolio counselor for many of their flagship mutual funds. He had important oversight responsibilities and a bright future.
Dale left to build a firm that would satisfy his entrepreneurial spirit while hopefully generating enhanced investment results for his family. Given the impressive returns generated by the Capital Group's American Funds family of mutual funds, this was a strong statement, indeed.
To demonstrate just how committed Dale is to this effort, substantially all of his personal investment portfolio and assets of his family's charitable foundation are managed directly alongside fellow partners in Poplar Forest Capital's portfolios.
Dale's vision is a firm that generates wealth via investment results, not fees. He's interested in partnering with like-minded investors who appreciate the merits of traditional fundamental analysis. As evidence of the regard in which he was held at Capital, half of Poplar Forest Capital's first outside clients were former colleagues of Dale's at the Capital Group.
An important attribute of our investment strategy will be its flexibility. With the intention of assuring that size does not become an impediment to investment success, Dale decided to limit Poplar Forest to a select group of clients – at present, that limit is 100 client relationships.
Dale has had a passion for investing since his first stock purchase in the ninth grade. The creation of Poplar Forest is something Dale has dreamed about for years. He wants nothing more than to have those with a similar passion join him on this journey.
"...the most valuable of my possessions..."
- Thomas Jefferson of his home at Poplar Forest
70 South Lake Avenue, Suite 930
Pasadena, California 91101
626.304.6000
