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May 2021 – Horror Movie Stock

[vc_row css=”.vc_custom_1655390438084{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Fans of classic horror movies love and expect the typical cliches like victims attempting to escape in a car that won’t start or a group of clueless teenagers taking refuge in an ominous looking haunted house. As viewers, we can’t help but groaning aloud “No! Don’t go …

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April 2021 – Liquidity Drought

[vc_row css=”.vc_custom_1655389756150{padding-top: 15px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text]As investors watch the Federal Reserve continue its stunning balance sheet expansion, the financial media often touts how the US central bank is “flooding the markets with liquidity.” Is this really the case? Are stocks making new highs in every month so far in 2021 on heavy buy …

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Value investing by Frank Capital Partners LLC

Q1 21

[vc_row css=”.vc_custom_1607512817633{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][heading text=”Q1 21 Letter to Shareholders” tag=”h2″ align=”left” bot=”0px”][vc_tweetmeme share_via=”frankfunds” share_recommend=”bfrankvalue”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580862530{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] First Quarter 2021 The Frank Value Fund Institutional Class returned 2.57% in Q1 2021 compared to 6.17% for the S&P 500 TR Index and 13.05% for the Russell Midcap Value Index. Please see the …

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March 2021 – Value Pays Cash

[vc_row css=”.vc_custom_1655390138099{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text]For several years now, growth stocks, led by the largest technology companies like Amazon, Facebook, Microsoft, and Google, have outperformed their slower-growing value counterparts. Fundamentally, the rapid growth in revenue and cash flows at the tech giants justified their outsized moves. Value companies struggled to grow, and their …

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Frank Value Fund

Frank Value Fund Lowers Fees

[vc_row css=”.vc_custom_1655659278152{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Frank Value Fund Lowers Fees Miami – Frank Funds today reduced fees for its flagship mutual fund, Frank Value Fund, by 10%. At a time when fundamental value investing is coming back into favor, the Frank Value Fund aims to lead investor transition into high opportunity active …

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February 2021 – The Interest Rate Arsonist

[vc_row css=”.vc_custom_1655390206138{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text]In 2020, 30-year mortgage rates declined from 3.45% to 2.67%. This means for a $500,000 house, 20% down-payment, and 30-year fixed mortgage, the monthly payment declined from $2068 to $1899. To think about this another way, someone borrowing at 2.67% could spend $550,000 and end up with the …

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January 2021 – Bitcoin: When Fundamentals Overwhelm Technicals

[vc_row css=”.vc_custom_1655390492724{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text]Cryptocurrency Bitcoin enjoyed a tremendous rally in 2020, appreciating from about $7,000 to nearly $29,000, or roughly 315%. The Internet is littered with well-documented debates on the viability of Bitcoin and the sustainability of the rally itself. What do we believe is the most overlooked factor? The fundamentals …

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Q4 20

[vc_row css=”.vc_custom_1607512817633{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][heading text=”Q4 20 Letter to Shareholders” tag=”h2″ align=”left” bot=”0px”][vc_tweetmeme share_text_page_title=”” share_text_custom_text=”Frank Value Fund Q4 20 Letter to Shareholders – Inflation, Deflation, and Bubbles” share_via=”frankfunds” share_recommend=”frankfunds”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580862530{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] The Frank Value Fund Institutional Class returned 13.10% in 2020 compared to 18.40% for the S&P 500 TR Index and …

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December 2020 – Passive Market Share Update

[vc_row css=”.vc_custom_1655390293895{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] We have updated our paper on passive investing and its effects on US stocks. The paper is available for free download here.   Passive Ownership of Major Companies The largest three passive firms continued gobbling up shares of US equities in Q3 20. Below are the percentages of …

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