Where exactly does one begin with a quarter that offered, in the span of ninety days, more material than most years would reasonably claim? Let’s try chronologically, though the events themselves showed little respect for narrative order.
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Portfolio Manager, John Petrides was a guest on Channel News Asia (4/13/26), discussing the importance of earnings season, to help contextualize all of the events that happened since the start of the year. Petrides argues it’s time to get to focusing on fundamentals to see how companies are competing and managing in what has become …
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I originally wrote a version of this article in 2014. While my gray hairs have increased since then, so have the contribution limits. As a Portfolio Manager at Tocqueville, I still spend a lot of my time developing investment strategies for the next generation of investors, and the core philosophy remains the same: …
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Since the beginning of 2025, the U.S. government has taken stakes in five publicly traded companies: U.S. Steel, MP Materials, Lithium Americas, Trilogy Metals, and the once-tech titan, Intel. All “in the interest of national security.” The last time this type of direct intervention occurred was during the 2008 Great Recession. At that time, financial …
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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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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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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 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 …
Read MoreYou 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
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