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See exactly how PFPFX's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for PFPFX and 80,000+ other tickers.
This fund's objective is to generate outstanding returns, adjusted for risk, throughout complete market cycles. It primarily achieves this by investing in the common shares of companies and industries that are currently undervalued by the market. Typically, the portfolio consists of a concentrated selection of 25 to 35 companies. These businesses must meet specific criteria: they possess an investment-grade debt rating, have a consistent history of paying dividends on their common stock, and feature a market capitalization that ranks them among the largest 1,000 companies in the United States.
PASADENA, Calif.--(BUSINESS WIRE)--Poplar Forest Capital LLC, an investment management firm specializing in large- and mid-cap value equities, is pleased to announce that, in addition to its flagship fund, the Poplar Forest Partners Fund (PFPFX, IPFPX), we now offer two additional funds, the Poplar Forest Outliers Fund (PFOFX, IPFOX) and the Poplar Forest Cornerstone Fund (PFCFX, IPFCX). ”We are delighted to be adding two new funds to the Poplar Forest family,” said Dale Harvey, founder and CIO of Poplar Forest Capital. “Adding Steve Burlingame as the portfolio manager on the Outliers Fund and Derek Derman as co-manager with me on the Cornerstone Fund broadens our capabilities as a firm and widens our offerings to investors.” The Outliers Fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. The Fund emphasizes investments in medium-sized companies (“mid-caps”) that may offer shareholders greater growth prospects than larger businesses without the heightened operational risks of small companies. The Cornerstone Fund also seeks to deliver superior, risk-adjusted returns over full market cycles, but by building a balanced portfolio of debt and equity securities that aims to generate “real returns” while preserving capital. Poplar Forest constructs its portfolios utilizing an unconstrained benchmark agnostic investment process with 25-35 high conviction securities and with an investment horizon of 3-4 years. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling (626) 304-6000 or by visiting www.poplarforestfunds.com. Read carefully before investing. Mutual fund investing involves risk. Principal loss is possible. The funds may invest in debt securities which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. The funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Investing in small and medium sized companies may involve greater risk than investing in larger, more established companies because small and medium capitalization companies can be subject to greater share price volatility. Poplar Forest Capital LLC is the advisor to the Poplar Forest Funds which are distributed by Quasar Distributors, LLC. The Securities and Exchange Commission (SEC) does not approve or disapprove of any investment. About Poplar Forest Capital LLCFounded and registered with the SEC in 2007, Poplar Forest Capital LLC is an investment management firm specializing in large- and mid-cap value equities. As of December 31, 2014, the Firm managed over $1.3 billion in assets across its large- and mid-cap strategies. For more information, please visit www.poplarforestfunds.com.
PASADENA, Calif.--(BUSINESS WIRE)--Poplar Forest Capital LLC, an investment management firm specializing in large- and mid-cap value equities, has announced the Poplar Forest Partners Fund (IPFPX, PFPFX) celebrated its 5 year anniversary on December 31, 2014. “Poplar Forest is extremely grateful for the trust investors have placed in us over the last five years,” said Dale Harvey, founder and chief investment officer at Poplar Forest Capital. “We’re pleased thus far with the fund and remain fully committed to our long-term contrarian oriented investment process. We’re excited about the prospects ahead.” The Poplar Forest Partners Fund (IPFPX, PFPFX) seeks to deliver superior, risk-adjusted returns over full market cycles by investing in underappreciated companies and industries. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling (626) 304-6000 or by visiting www.poplarforestfunds.com. Read carefully before investing. Mutual fund investing involves risk. Principal loss is possible. The fund may invest in debt securities which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. The fund may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Investing in medium sized companies may involve greater risk than investing in larger, more established companies because medium capitalization companies can be subject to greater share price volatility. Poplar Forest Capital LLC is the advisor to the Poplar Forest Partners Funds which are distributed by Quasar Distributors, LLC. The Securities and Exchange Commission (SEC) does not approve or disapprove of any investment. About Poplar Forest Capital LLC Founded and registered with the SEC in 2007, Poplar Forest Capital LLC is an investment management firm specializing in large- and mid-cap value equities. As of December 31, 2014, the Firm managed over $1.4 billion in assets across its large and mid-cap strategies. For more information, please visit www.poplarforestfunds.com.