About IPFPX
Poplar Forest Partners Fund Institutional Class is an actively managed mutual fund with a primary focus on long-term capital appreciation through value investing. The fund targets underappreciated large- and mid-cap U.S. companies, seeking those it believes are undervalued relative to their intrinsic worth. Managed using a contrarian, bottom-up selection process, the portfolio typically holds 25 to 35 stocks and is unconstrained by standard sector or market capitalization weightings, resulting in a highly differentiated and concentrated approach. The investment team favors companies with strong balance sheets, consistent dividend payments, and market capitalizations among the top 1,000 in the United States. The fund’s strategy centers on three key opportunity types: out-of-favor businesses with recovery potential, discounted cash-generating firms, and quality companies gaining market share. Its diversified holdings span sectors such as financial services, healthcare, energy, and technology, with a notable portion allocated to companies in the S&P 500. With a high active share and a disciplined, long-term orientation, Poplar Forest Partners Fund Institutional Class plays a distinctive role within the large value category, aiming to complement core equity portfolios with differentiated value exposure.
Fund Family Poplar Forest Capital
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol IPFPX
Share Class Institutional Class
Index S&P 500 TR
IPFPX had a total return of 23.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.58%.
