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Making Sense of It All
By Robert Kleinschmidt on May 9, 2025
Let us stipulate at the outset that the single most pressing and dangerous problem facing the U.S. is its gargantuan National Debt and its ability to service it now and in the future. Failure to solve this issue renders all other concerns trivial including, China, Ukraine, Gaza, Climate Change, Illegal Immigration, Demographic Collapse, etc. A …
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American Exceptionalism
By John Petrides on February 4, 2025
In financial markets today, the term “American Exceptionalism” has gained momentum, and rightly so, as shown in the chart below as well as in U.S. equity market returns compared with the rest of the world. Still, it can be argued that valuation for the S&P 500 is far from exceptional. Access it directly here: American …
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The Resilient Bull: Investing Amidst Global Turmoil
By Paul Kleinschmidt on November 1, 2024
Markets, it is said, need a “Wall of Worry” to climb. Rarely has Mr. Market had such a formidable wall in which to drive his crampons than the current one. Growing war in the Middle East, the sturm and drang of ongoing inflation, unemployment, the enthusiasm and abundance of spending on AI (being met by …
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News
Tocqueville Asset Management Welcomes Poplar Forest Capital Team
By Richard Zhang on February 13, 2025
NEW YORK, NY – February 13, 2025 – Tocqueville Asset Management, a 40-year-old investment management firm committed to delivering financial advice and services to families and institutions worldwide, today announced that the advisory team at Poplar Forest Capital would be joining Tocqueville. Poplar Forest Capital has assets of $1.3 billion and was founded in September …
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Tocqueville Asset Management and CapZone Impact Investments Announce Opportunity Zone Project in Colorado Springs
By Richard Zhang on July 7, 2022
NEW YORK–(BUSINESS WIRE)–Tocqueville Asset Management L.P. (“Tocqueville”) and CapZone Impact Investments LLC (“CapZone”), have announced an equity investment in The Veterans Victory, a multifamily housing Opportunity Zone project in Colorado Springs, Colorado. The development will construct housing for veterans and disabled veterans, an underserved community that has traditionally faced obstacles in obtaining appropriate housing. The …
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Tocqueville Asset Management Announces First Opportunity Zone Funds Focused on Strong ESG Guidelines and Sustainable Infrastructure
By Richard Zhang on October 7, 2021
Video Transcript Joseph Zock [00:00:05] Thank you, everyone, for joining us today for the discussion of the launch of the Tocqueville CapZone Opportunity Funds. My name is Joseph Zock and I am a portfolio manager at Tocqueville Asset Management. Joining me today are Peter Shawn, who is also a portfolio manager at Tocqueville and Al Puchala, who is the [CEO] of CapZone Impact …
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Tocqueville Welcomes Alexander Stock
By Paul Kleinschmidt on March 15, 2021
Tocqueville Asset Management today announced that Alexander Stock has joined the firm as portfolio manager. He will work closely with senior portfolio manager Joseph Piropato. “We are delighted that Alex has joined Tocqueville,” said Piropato, who is also a member of the firm’s management committee. “Over the past twelve years I have had the pleasure …
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You are about to leave the site of Tocqueville Asset Management, L.P. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the any mutual fund managed by Tocqueville Asset Management, L.P. Please consider the investment objectives, risks, and charges and expenses of any mutual fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Poplar Forest (www.poplarforestfunds.com), by contacting an authorized broker/dealer, or by calling 1-877-522-8860. Please read the prospectus carefully before you invest. By accepting you will be leaving the site of Tocqueville Asset Management, L.P.
Tocqueville Funds
You are about to leave the site of Tocqueville Asset Management, L.P. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the any mutual fund managed by Tocqueville Asset Management, L.P. Please consider the investment objectives, risks, and charges and expenses of any mutual fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Tocqueville Funds website (www.tocquevillefunds.com), by contacting an authorized broker/dealer, or by calling 1-800-697-3863. Please read the prospectus carefully before you invest. By accepting you will be leaving the site of Tocqueville Asset Management, L.P.