Brian Frank discussed the regional banking crisis and his outlook on the market with Renita Young. Brian highlights that money markets are going to be attractive and deposits will continue to flee these regional banks. Click here for the full interview.
Chuck Jaffee interviews Frank Value Fund portfolio manager Brian Frank on the Money Life show. Frank discusses money market yields and stocks at the 38 minute mark. Click here for the interview.
By investing in money market funds, you are leaving the world of FDIC insured bank deposits to get a pickup in yield. However, money market funds can invest in different types of securities, and some are more prone to disruption than others. Investors should be careful and conservative when choosing a money market fund. Types …
The Frank Value Fund Institutional Class returned 6.22% in Q1 2023 compared to 7.50% for the S&P 500 TR Index and 1.32% for the Russell Midcap Value Index. Please see the end of this letter for more performance information. We are pleased the fund outperformed 95% of the mid-cap value Morningstar category in the first …
Consumers have had a tough experience in the post-pandemic world, and corporations have had to contend with similar struggles. Quick-serve restaurants (QSR) reside in the unfortunate nexus of every post-pandemic pain point. Supply chain constraints, food inflation, a weaker mass-market consumer spending base, and labor shortages all disproportionally affect the QSR industry. Margins have predictably …
Quick-serve Restaurant Business Equipped to Fight Inflation and Recession Read More »
Legendary value investor David Einhorn declares value investing dead, but a new type of value rises from the ashes to outperform. Long-live Value In a recent interview on Bloomberg, successful value-investor David Einhorn detailed the wreckage of professional value investing. He stated, “there have been serious changes to the market structure,” and “most value investors …
Brian Frank appears on CNBC’s Street Signs with Will Koulouris to discuss Frank Value Fund positions in PG&E and Opera. Please click here for the video.
Brian Frank recently appeared on TD Ameritrade Network and shared insights on how the equity market should consider the fact that inflation could linger. Brian highlights that perhaps piling into unprofitable growth stocks as rates are increasing is dangerous. See Brian’s full appearance here.
Brian Frank recently appeared on Bloomberg Television ‘Daybreak Asia’ & discussed how the energy sector can do well in a recession. Brian highlights that energy is one of the biggest positions in the Frank Value Fund. Watch Brian’s full appearance here: https://t.co/vvyBltkh5H
Brian Frank recently appeared on Bloomberg Radio ‘Daybreak Asia’ & discussed his outlook on the markets in China. Brian highlights that it’s a lot easier to bet on energy consumption than real estate. Listen to Brian’s interview here: https://t.co/XEmdpwi8iX
