Poplar Forest Partners' concentrated, deep-value approach still has rebound potential under veteran manager J. Dale Harvey, but lingering concerns about his analytical support and the fund's fee hurdle drop its Morningstar Analyst Rating to Neutral from Bronze.
Will PFPFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFPFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PFPFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PFPFX’s parent organization’s priorities and whether they’re in line with investors’ interests.