Poplar Forest Partners Fund Institutional Class (IPFPX)

Overview

The fund is designed with the objective of furnishing investors with superior, risk-adjusted returns through the entirety of market cycles. This is achieved by focusing on investments primarily in the common stocks of companies and industries that are often overlooked or undervalued by the market. This strategic approach emphasizes a rigorous selection process, whereby investments are generally distilled to a portfolio of approximately 25 to 35 companies. These selected companies are characterized by several critical criteria: they possess an investment grade debt rating, demonstrating financial stability and credibility; they have a consistent history of distributing dividends to shareholders, reflecting a tangible return on investment; and they are among the top 1,000 companies in the United States by market capitalization, underscoring their significant presence and influence within the market. Through this careful curation of investments, the fund seeks to capitalize on the potential of its holdings to achieve appreciable growth and deliver on its promise of risk-adjusted returns to its investors over the long term.

Products and Services

• Investment in Underappreciated Stocks

  This product targets the common stocks of companies and industries that the market often overlooks. By investing in these underappreciated entities, the fund aims to unlock value and foster growth potential that has not been fully recognized by the broader market. This strategic focus on undervalued stocks is central to achieving superior, risk-adjusted returns for investors.

• Risk-Adjusted Return Focus

  The fund's core strategy emphasizes the delivery of risk-adjusted returns. This involves not just seeking to maximize returns, but doing so in a manner that carefully considers the associated risks. Such a balanced approach aims to protect and grow investor capital through full market cycles, leveraging a methodical investment philosophy that prioritizes both reward and risk management.

• Concentrated Portfolio of Quality Stocks

  Holding between 25 to 35 companies at any given time, the fund maintains a concentrated portfolio that allows for a deep understanding of each investment. Each selected company must meet specific criteria: having an investment grade debt rating, a history of paying dividends, and being among the top 1,000 U.S. companies by market capitalization. This stringent selection process ensures a focus on quality and stability, aiming for a portfolio that is resilient and capable of delivering consistent returns.