General Investing >> Money Manager Interviews >> May 10, 2013
Long-Term Investing Ideas in a Nearsighted World
J. Dale Harvey, Founder and CEO, is the Chief Investment Officer of Poplar Forest Capital LLC. Poplar Forest Capital manages the Poplar Forest Partners Fund. Mr. Harvey is the architect of the firmís investment strategy and is supported by four full-time investment analysts. Mr. Harvey spent 16 years successfully managing portfolios and performing investment analysis for the Capital Group Companies before resigning in August 2007. While at the Capital Group, Mr. Harvey was a Portfolio Counselor for five different mutual fund subaccounts (American Mutual Fund, American Balanced Fund, Washington Mutual Investors Fund, Investment Company of America Fund and the SmallCap World Fund), collectively accounting for more than $20 billion of client funds. In addition to his investment responsibilities, Mr. Harvey was involved in numerous management and oversight roles within the mutual fund arm of the Capital Group Companies. After receiving a B.S. in commerce with honors from the University of Virginia in 1987, Mr. Harvey worked for Morgan Stanley & Co. in the Mergers and Acquisitions Department for two years. He then earned an MBA with honors from Harvard University in 1991 prior to joining the Capital Group Companies. Profile
TWST: Please provide a background of Poplar Forest Capital.
Mr. Harvey: We are about five-and-a-half years old now. We are a little over $700 million in assets. Before I started