Leaning Into Controversy — and Opportunity — in the Health Care Sector

General Investing >> Money Manager Interviews >> July 20, 2025

J. Dale Harvey joined Tocqueville Asset Management as a Portfolio Manager in 2025. Prior to that, Mr. Harvey founded Poplar Forest Capital in 2007. Before starting Poplar Forest Capital, Mr. Harvey spent 16 years with The Capital Group Companies, where, at the time of his resignation, he was a portfolio counselor managing approximately $20 billion in client assets for several of the American Funds mutual fund sub accounts. During his tenure at American Funds, Mr. Harvey managed, at various times, the value components of the American Balanced Fund, American Mutual Fund, Blue Chip Growth & Income Fund, Investment Company of America, SMALLCAP World Fund, and Washington Mutual Investors Fund. In addition to his leadership of Poplar Forest, Mr. Harvey serves as portfolio manager for the Partners Strategy and co-portfolio manager for the firm’s Large Cap Value, Mid Cap Value, and Balanced Strategies. Mr. Harvey earned a Master of Business Administration with honors from Harvard University in 1991, and a B.S. in Commerce with honors from the University of Virginia in 1987. Profile

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TWST: Please introduce Poplar Forest — and now you’re with Tocqueville. So how has the firm evolved since you founded it?

Mr. Harvey: I

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Leaning Into Controversy — and Opportunity — in the Health Care Sector

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Leaning Into Controversy — and Opportunity — in the Health Care Sector

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