In addition to his analyst responsibilities, Derek is co-portfolio manager for the Large Cap Value and Balanced strategies. Before joining Poplar Forest in 2011, Derek spent 16 years in the financial services industry, including six years as a managing director and co-portfolio manager at Trust Company of the West. Prior to TCW, he spent four years with Provident Investment Counsel as a senior vice president and co-portfolio manager of the Large Cap Flexible Growth and Concentrated Growth Funds. He also served as a sell-side analyst covering financial services for Wedbush Securities. Derek earned a Master of Business Administration from Cornell University in 1995, and received a B.A. in Economics from the University of California, San Diego in 1991. He has held the designation of Chartered Financial Analyst since 1997.

Dale Harvey founded Poplar Forest Capital in 2007, after 16 years with The Capital Group Companies, where upon his resignation, 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.During his tenure at American Funds, Mr. Harvey managed, at various times, the value components of 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 received a B.S. in Commerce with honors from the University of Virginia in 1987 after which he worked for Morgan Stanley & Co. in their Mergers and Acquisitions department for two years. He then earned a Master of Business Administration with honors from Harvard University in 1991 prior to joining Capital Group.