The Frank Value Fund Institutional class returned 12.10% YTD as of September 30, 2024, compared to 15.09% for the Russell Midcap Value Index and 22.09% 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 34.78%, Russell Midcap Value […]
Frank Value Fund Q3 2024 Letter to Shareholders Read More »
Money-transfer company Western Union got its start in the telegram business during the 1800s. Now, several hundred years later, Western Union specializes in the money remittance market, helping people living in a new country send money to family back home, wherever on the globe that may be. When remittances utilized paper money, Western Union dominated
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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
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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
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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
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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 »
