Reuters Article on Wegovy and Food Companies
The frenzy around weight-loss drugs has created opportunities in food and restaurant companies. Click here for the full article.
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Frank Value Fund Q3 2023 Letter to Shareholders
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
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Marketwatch Opinion Piece on FinTech
This bargain-hunting fund manager is finding value in PayPal and other fintech stocks. Click here for the full article.
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Frank Value Fund Q2 2023 Letter to Shareholders
The Frank Value Fund Institutional Class returned 7.83% YTD compared to 5.23% for the Russell Midcap Value Index and 16.89% for the S&P 500 TR Index. Please see the end of this letter for more performance information. According to Barron’s, less than 2% of all mutual funds and ETFs enjoyed positive returns in both 2022
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Barron’s on Investing in Sustainable Aviation Fuel
Barron’s interviews Frank Value Fund portfolio manager Brian Frank on Sustainable Aviation Fuel (SAF). Frank gives details on why company environmental goals and government tax incentives have aligned to make SAF renewable fuel with high growth prospects. Click here for the full article.
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Bloomberg Radio Interview
Frank Value Fund portfolio manager Brian Frank appears on Bloomberg Radio’s Drive to the Close, talking value in today’s market. Click here for the full conversation.
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TD Ameritrade Network Interview
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.
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Money Life 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.
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Value Investor’s Guide to Money Market Funds
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
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Frank Value Fund Q1 2023 Letter to Shareholders
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
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