Dale Harvey

Portfolio Manager-Equities at

Tocqueville Asset Management LP

Finance

Consumer Services

Profile

Mr. J.
D.
Harvey is a Portfolio Manager at Tocqueville Asset Management LP.
Mr. Harvey founded Poplar Forest Capital in 2007, after 16 years with The Capital Group Companies, where he was a portfolio counselor managing approximately $20 billion in client assets at the time of his resignation for several of the American Funds mutual fund sub accounts.
He 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.

Dale Harvey active positions

Companies	Position	Start
Tocqueville Asset Management LP Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run.	Portfolio Manager-Equities	2025-03-31

All active positions of Dale Harvey

Former positions of Dale Harvey

Companies	Position	End
Poplar Forest Capital LLC Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest is an active, contrarian-based investor that aims to achieve superior risk adjusted returns, net of fees and taxes, over full market cycles by investing in underappreciated companies and industries. The firm evaluates investment opportunities using bottom-up, fundamental analysis.	Chief Executive Officer	2025-06-16
The Capital Group Cos., Inc. The Capital Group Cos., Inc. Investment ManagersFinance Provides investment management services	Corporate Officer/Principal	2007-08-30
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

See the detail of Dale Harvey's experience

Training of Dale Harvey

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Dale Harvey's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	6
Tocqueville Asset Management LP Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run.	Finance
The Capital Group Cos., Inc. The Capital Group Cos., Inc. Investment ManagersFinance Provides investment management services	Finance
Poplar Forest Capital LLC Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest is an active, contrarian-based investor that aims to achieve superior risk adjusted returns, net of fees and taxes, over full market cycles by investing in underappreciated companies and industries. The firm evaluates investment opportunities using bottom-up, fundamental analysis.	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services