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 »
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 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.
Barron’s on Investing in Sustainable Aviation Fuel Read More »
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.
Bloomberg Radio Interview Read More »
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.
TD Ameritrade Network Interview 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 38 minute mark. Click here for the interview.
Money Life Interview Read More »
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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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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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 »
