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Thought Leadership

Insights from Tocqueville

Insights

Leaning Into Controversy and Opportunity in the Health Care Sector

Leaning Into Controversy and Opportunity in the Health Care Sector

By Richard Zhang on September 2, 2025

J. Dale Harvey explains why leaning into controversy, from health care turnarounds to overlooked tariff ‘losers,’ has become his contrarian formula for long-term value investing.

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Investing For The New Geopolitical Reality

Investing For The New Geopolitical Reality

By Paul Kleinschmidt and Peter Shawn on August 1, 2025

Peter Shawn, Paul Kleinschmidt, and Neil Keegan of Marlinspike discuss how mounting geopolitical tensions are reshaping the defense sector.

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Making Sense of It All

Making Sense of It All

By Robert Kleinschmidt on May 9, 2025

From tariffs to entitlement reform, every policy debate leads back to one question: can the U.S. get its national debt under control before it’s too late?

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American Exceptionalism

American Exceptionalism

By John Petrides on February 4, 2025

American Exceptionalism is driving capital and returns to U.S. markets — but strip away the Mag 7, and the exceptional price tag tells a different story.

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Poplar Forest 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 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