The Frank Value Fund Institutional class returned 3.62% YTD as of June 30, 2024, compared to 4.56% for the Russell Midcap Value Index and 15.29% for the S&P 500 TR Index. Since fully integrating catalyst-unlocking value into the strategy in January 2022, Frank Value Institutional class produced a Total Return of 24.58%, Russell Midcap Value […]
Frank Value Fund Q2 2024 Letter to Shareholders Read More »
Chuck Jaffee interviews Frank Value Fund portfolio manager Brian Frank on the Money Life show. Frank demonstrates how the absolute value philosophy in Frank Value Fund avoids extreme valuations in an environment “just like 1999.” He also takes listeners through the lifecycle of an idea, from undiscovered gem, to fully-valued potential sale. Click here to
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From May 2022 to November 2023, PG&E (NYSE: PCG) returned over 40% compared to 12% for the S&P 500 and a loss of 12% for the XLU Utilities ETF. This post will detail our 2022 investment case for PCG and how the process sharpened our value-investing research. Compelling opportunities like PCG exist today. Understanding the
Shocking Returns in PG&E Read More »
The Frank Value Fund Institutional class returned 7.16% in the first quarter of 2024 compared to 8.11% for the Russell Midcap Value Index and 10.56% for the S&P 500 TR Index. Since fully integrating catalyst-unlocking value into the strategy in January 2022, Frank Value Institutional class produced a Total Return of 28.84%, Russell Midcap Value
Frank Value Fund Q1 2024 Letter to Shareholders Read More »
The Frank Value Fund Institutional Class returned 15.13% in 2023 compared to 13.44% for the Russell Midcap Value Index and 26.29% for the S&P 500 TR Index. For the two years ended 12/31/2023, Frank Value Institutional Returned 20.23%, Russell Midcap Value Index -0.11%, and S&P 500 TR Index 3.42%. In a two-year period with a
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Frank Funds president Brian Frank appears on Smart Money Circle Show to give a history of Frank Funds and how modern value investing wins. Click here for the video.
Smart Money Circle Show Read More »
Chuck Jaffee interviews Frank Value Fund portfolio manager Brian Frank on the Money Life show. Frank discusses money market yields and stocks at the 39:30 minute mark. Click here for the interview.
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The frenzy around weight-loss drugs has created opportunities in food and restaurant companies. Click here for the full article.
Reuters Article on Wegovy and Food Companies Read More »
The Frank Value Fund Institutional Class returned 4.83% YTD compared to 0.54% for the Russell Midcap Value Index and 13.07% for the S&P 500 TR Index. Please see the end of this letter for more performance information. Don’t Forget the Little Guy You have likely been bombarded with fanfare from the “Magnificent 7” tech companies
Frank Value Fund Q3 2023 Letter to Shareholders Read More »
This bargain-hunting fund manager is finding value in PayPal and other fintech stocks. Click here for the full article.
Marketwatch Opinion Piece on FinTech Read More »
