The Harvey Team
The Harvey Team got its start in September 2007 when J. Dale Harvey founded Poplar Forest Capital as an independent investment management firm. In April 2025, Poplar Forest Capital joined Tocqueville Asset Management becoming The Harvey Team. Our team provides active investment management to select individual, intermediary, and institutional investors. We also continue to manage the portfolios of the Poplar Forest mutual funds – Partners Fund and Cornerstone Fund – and their corresponding institutional strategies. Our mission is to achieve superior risk adjusted returns, net of fees and taxes, over full market cycles by investing in underappreciated companies and industries.
We believe that the best investment opportunities often go overlooked by the majority of investors. Market participants tend to move as a herd, but we look purposefully in a different direction and search for great ideas among the companies and industries most other investors ignore. We believe that selectively constructing portfolios of undervalued businesses may increase potential returns while also limiting risks.
J. Dale Harvey
Derek Derman
Catherine Lloyd
Drew Taylor
Chris Morphy
Marla Mone
Julianna Taylor
Recent Writings by the Harvey Team
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