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Poplar Forest Partners Fund Class A (PFPFX)

NASDAQ Financial Services Asset Management
$67.41 ▼ -0.37%
Market Cap
$385.1M
Sector
Financial Services
Industry
Asset Management
Beta
0.76
52-Wk Range
53.19-67.66
CEO
J. Dale Harvey
Country
US
Currency
USD

Poplar Forest Partners Fund Class A operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $67.41, down 0.37% on the session, giving a market capitalisation of $385.1M. Its beta of 0.76 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2009-12-31
Headquarters
Milwaukee, WI, US
About Poplar Forest Partners Fund Class A

This fund's objective is to generate outstanding returns, adjusted for risk, throughout complete market cycles. It primarily achieves this by investing in the common shares of companies and industries that are currently undervalued by the market. Typically, the portfolio consists of a concentrated selection of 25 to 35 companies. These businesses must meet specific criteria: they possess an investment-grade debt rating, have a consistent history of paying dividends on their common stock, and feature a market capitalization that ranks them among the largest 1,000 companies in the United States.

Comparable companies

Poplar Forest Partners Fund Class A is most often compared with the following Financial Services names:

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