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 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 $1.3 billion in assets across its large- and mid-cap strategies. For more information, please visit www.poplarforestfunds.com.