Poplar Forest Capital LLC

Poplar Forest Capital LLC is an independent SEC-registered investment adviser established in September 2007. The firm specializes in providing superior investment results through a value-oriented, long-term approach. They offer investment management services to individuals, institutions, mutual funds, and pooled investment vehicles. The firm's mission is to achieve market-beating results by investing in under-appreciated companies and industries. Poplar Forest manages assets on both discretionary and non-discretionary bases, with total assets under management of $1.28 billion as of December 31, 2023. Their investment strategies include Contrarian Value Equity and Contrarian Value Balanced accounts, focusing on long-term growth and current income. Fees for separate accounts range from 0.50% to 0.80%, while Private Wealth Management accounts are charged 1.00% on the first $3 million. Poplar Forest does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. The firm conducts bottom-up, fundamental analysis to evaluate investment opportunities and manages risks associated with value-style investing, debt securities, and foreign securities. Clients have the option to participate in wrap fee programs and may have investment discretion over their accounts. Poplar Forest also discloses its brokerage practices, custody arrangements, and financial stability in the brochure.