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Poplar Forest Partners Institutional IPFPX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Poplar Forest Capital Investment Hub

Morningstar’s Analysis IPFPX

Will IPFPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IPFPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IPFPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IPFPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Solid but volatile.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Poplar Forest Partners requires patience, but its deep-value approach has been effective over the long term. It maintains Pillar ratings of Above Average for both People and Process.

by David Kathman
Rated on Published on

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