Fourth Quarter 2022 The Frank Value Fund Institutional Class returned +4.43% in 2022 compared to a loss of -18.11% for the S&P 500 TR Index and -12.03% for the Russell Midcap Value Index. Please see the end of this letter for more performance information. 2022 By the Numbers The Frank Value Fund was the #1 […]
Q4 22 Letter to Shareholders Read More »
Scarlet Fu and Tim Stenovec of Bloomberg Radio interview Brian Frank about how a recession in 2023 will affect earnings in US stocks. Listen to the interview here.
Earnings Talk for 2023 – Bloomberg Radio Read More »
Investors have endured a rough ride in 2022. Both fixed income and equity markets have suffered losses and participants are reeling. If and when the Federal Reserve ends its series of interest rate increases, will the pain end and the party-like atmosphere of 2021 return? We will present compelling evidence why the only pivot of
Golden Age of Value Read More »
Carol Massar and Tim Stenovec of Bloomberg Radio interview Brian Frank as he gives his take on a Fed pivot and why value stocks are set to continue outperformance. Listen to the Bloomberg Radio interview here.
Why Value Will Outperform – Bloomberg Radio Read More »
Frank Value Fund portfolio manager declares 2022 the beginning of a “Golden Age of Value” on Yahoo Finance. See Brian’s full appearance here.
Golden Age of Value – Yahoo Finance Read More »
The owner of Facebook, Instagram, and Whatsapp, Meta Platforms, has been in a spiraling downturn since October 2021. With the stock declining from a high of $375 to $98 in November 2022, is META a value stock now? If we look at current and forward profits, investors may be surprised. The numbers make it difficult
Is Meta a Value Stock? Read More »
Brian Frank recently appeared on TD Ameritrade Network to discuss how value will shine as interest rates return, and highlights that most stocks haven’t priced in the economic pain that’s on the horizon. See Brian’s full appearance here.
Value Will Shine – TD Ameritrade Network Read More »
Third Quarter 2022 The Frank Value Fund Institutional Class returned -8.30% YTD 2022 compared to a loss of -23.87% for the S&P 500 TR Index and -20.36% for the Russell Midcap Value Index. Please see the end of this letter to shareholders for more performance information. Boring Value – Exciting Returns Before addressing the ongoing
Equity Risk Premium – Q3 22 Letter to Shareholders Read More »
Value Investing During Inflation Chair Powell’s Resolve is Good for Value US stocks rallied in July and the first half of August, anticipating lower interest rates in 2023 from the Federal Reserve. The S&P 500 peaked around 4300 on August 16th, and then plummeted over 3% on August 26th when Federal Reserve Chair Jerome Powell
Value Investing During Inflation Read More »
Chuck Jaffe of Money Life highlights Frank Value Fund top performance in January 2022 as investors return to fundamental investing. LISTEN NOW
Money Life with Chuck Jaffe – Frank Value Fund’s outstanding 2022 Read More »
