Poplar Forest Partners Fund

The Poplar Forest Partners Fund endeavors to achieve robust, risk-controlled financial performance across diverse market landscapes. It principally accomplishes this by strategically investing in the common equity of businesses and industries that the market currently undervalues. The fund generally maintains a concentrated portfolio of 25 to 35 companies, which are carefully chosen based on stringent criteria: each must hold an investment-grade credit rating, possess a reliable track record of issuing common stock dividends, and rank among the top 1,000 companies in the United States by market capitalization.