Advisors
We use unchanging, absolute-value metrics to make long-term investments in high-quality companies. Our process avoids investment bubbles and fads, enabling investors to build long-term wealth.
Why Frank Funds?
More Opportunities
- Global, all-cap, all-asset investing at Camelot Event-Driven Fund.
- Underfollowed, high-insider ownership small and mid-caps for Frank Value.
Consistency
- As independent asset managers, we are free to follow our process.
- We resist the corporate pressures to focus on short-term outcomes.
Benchmark Agnostic
- Our high active share diversifies your clients better than style-box allocations.
- Unlike index-weightings, we allocate capital to the best opportunities.
Integrity
- Talk to us directly as we are accessible.
- Track record of performance and compliance spanning multiple market cycles.
Download the Advisors Guide to Value Investing in 2022.
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Deliver Value to Your Clients
We help you bring value to your clients with proven strategies. Our research-driven process allows us to discover opportunities that will generate returns and minimize losses for long-term investors.
Frank Value Fund Ticker Symbols:
Investor Class: FRNKX
Institutional Class: FNKIX
The Frank Fund combines valuation discipline, high active share, and long-term holding periods to offer superior expected returns for long-term holders. By using unchanging absolute-value metrics, it consistently maintains positions in the best-priced, highest-quality companies.
West Hills Core Fund Ticker Symbol:
LEBOX
West Hills Core Fund aims to achieve similar long-term performance of the S&P 500 Index with less risk. The fund seeks to achieve its investment objective by investing in low-cost, highly liquid S&P equity ETF.
Camelot Event-Driven Fund Ticker Symbols:
Class A: EVDAX
Institutional Class: EVDIX
The Camelot Event-Driven Fund aims to deliver a traditional hedge fund strategy to mutual fund investors. Our experienced managers seek to capitalize on corporate events that change the structure of a company.