Leaning Into Controversy and Opportunity in the Health Care Sector


Markets & Investing

Leaning Into Controversy and Opportunity in the Health Care Sector

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.

J. Dale Harvey J. Dale Harvey Portfolio Manager · Sep 2025 · 1 min read

In an interview with The Wall Street Transcript, Dale Harvey discusses contrarian value investing and the potential opportunities in today’s markets.

Read the Interview:  The Wall Street Transcript – J. Dale Harvey

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J. Dale Harvey
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J. Dale Harvey

Portfolio Manager

J. Dale Harvey is a Portfolio Manager at Tocqueville Asset Management L.P. He joined Tocqueville in 2025 and is the lead manager of the Harvey Team. He manages contrarian value portfolios for institutions, intermediaries, and select private wealth clients as well as the Poplar Forest Partners Fund and the Poplar Forest Cornerstone Fund. 

Prior to joining Tocqueville, Dale was the founder, CEO and CIO of Poplar Forest Capital. In addition to his leadership of Poplar Forest, Dale served as lead portfolio manager for the firm’s Partners, Large Cap Value, Mid Cap Value, and Balanced Strategies.

Before starting Poplar Forest Capital in 2007, he spent 16 years with The Capital Group Companies, where he was an analyst and a portfolio counselor. During his tenure, he managed value sleeves in the American Balanced Fund, American Mutual Fund, Blue Chip Growth & Income Fund, Investment Company of America, SMALLCAP World Fund, and Washington Mutual Investors Fund.

Mr. Harvey earned a Master of Business Administration with honors from Harvard University in 1991, and a B.S. in Commerce with honors from the University of Virginia in 1987.