About PFPFX
Poplar Forest Partners Fund Class A is a U.S.-focused mutual fund with a contrarian value investing approach, designed to provide long-term growth of capital. The fund primarily targets equity securities of large and medium-sized companies within the top 1,000 U.S. firms, especially those that are underappreciated by the market. Its strategy centers on identifying companies that are undervalued, out-of-favor, or have opportunities for recovery, as well as stable “cash cow” businesses and quality firms gaining market share in expanding industries. The portfolio is concentrated, typically holding 25 to 35 stocks, without strict adherence to sector or benchmark weightings. Management employs thorough bottom-up fundamental analysis, evaluating companies based on normalized earnings, free cash flow, growth potential, and financial strength. The fund’s holdings are characterized by investment-grade debt ratings and a track record of paying dividends. Poplar Forest Partners Fund Class A serves as a complement to core holdings for long-term investors, aiming for superior risk-adjusted returns across full market cycles through disciplined value investing and selective stock picking.
Fund Family Poplar Forest Capital
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PFPFX
Share Class Class A
Index S&P 500 TR
PFPFX had a total return of 22.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.78%.
